Canterbury Consulting Incorporated
Alpha Nasdaq OCIO Indices - ContributorNEWPORT BEACH, CA
Form ADV and provider website profile · CRD 22875 · regulatory data as of May 4, 2026
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.
$45.9BTotal Firm AUM
$4.1BDiscretionary AUM
$41.7BNon-discretionary AUM
4,293Total accounts
1,081Discretionary accounts
3,212Non-discretionary accounts
Client Mix by Firm AUM
$45.9BFirm AUM
High-Net-Worth86.6%
Charities9.1%
Other Pooled Vehicles3.9%
Retirement Plans0.4%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth86.6%
100 clients$39.7B firm assets
Charities9.1%
57 clients$4.2B firm assets
Other Pooled Vehicles3.9%
14 clients$1.8B firm assets
Retirement Plans0.4%
1 clients$202M firm assets
Reported total172 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $39.7B | 100 | 86.6% |
| Charities | $4.2B | 57 | 9.1% |
| Other Pooled Vehicles | $1.8B | 14 | 3.9% |
| Retirement Plans | $202M | 1 | 0.4% |
| Reported total | $45.9B | 172 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…