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Canterbury Consulting Incorporated logo

Canterbury Consulting Incorporated

Alpha Nasdaq OCIO Indices - Contributor

NEWPORT BEACH, CA

Form ADV and provider website profile · CRD 22875 · regulatory data as of May 4, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Canterbury Consulting Incorporated. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$45.9BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
4,293Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$4.1BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$41.7BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameCANTERBURY CONSULTING INCORPORATED

CRD number22875

Firm foundedNot reported

SEC registration dateSep 7, 1989

Employees64

Advisory professionals25

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

610 NEWPORT CENTER DRIVE, SUITE 500, NEWPORT BEACH, CA, 92660-6404

949-721-9580

https://canterburyconsulting.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$45.9B

As of May 4, 2026

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth86.6%$39.7B
Charities9.1%$4.2B
Other Pooled Vehicles3.9%$1.8B
Retirement Plans0.4%$202M

Percentages and AUM are shown from the same reported Form ADV client-type records.