CANTERBURY INVESTMENT ADVISORS LLC

CANTERBURY INVESTMENT ADVISORS LLC of MOUNTAIN BROOK, AL is an SEC-registered investment adviser (CRD 295652). Regulatory assets under management: $24.1M.

Registration

• CRD: 295652
• Type: Registered investment adviser
• Location: 300 OFFICE PARK DRIVE, MOUNTAIN BROOK, AL, 35223
• Phone: (205) 871-1692
• Latest filing: 2026-03-27
• Regulatory AUM: $24.1M
• Discretionary AUM: $12.0M
• Non-discretionary AUM: $12.0M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 295652 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search