CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC

CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC of TUSCALOOSA, AL is an SEC-registered investment adviser (CRD 337758). Regulatory assets under management: $132.1M.

Registration

• CRD: 337758
• SEC file number: 801-134168
• Type: Registered investment adviser
• Location: 302 MERCHANTS WALK, SUITE 250, TUSCALOOSA, AL, 35406
• Phone: 205-534-1310
• Latest filing: 2026-03-31
• Regulatory AUM: $132.1M
• Discretionary AUM: $132.1M
• Clients: 7
• Accounts: 832

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337758 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search