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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 01/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 01/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 07/2002
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 09/2013
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 07/2015
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 12/2015
- Type
- Individual
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 01/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Donald Robinson Cluck | Founding Director | 01/2026 | Individual | Yes | 10% but less than 25% |
| Michael Scott Laven | Chairman | 01/2026 | Individual | Yes | 10% but less than 25% |
| Jerry Dale Iii Montgomery | Managing Director | 07/2002 | Individual | Yes | 10% but less than 25% |
| Poorvi Rajen Parekh | Chief Compliance Officer (Cco) | 09/2013 | Individual | Yes | 10% but less than 25% |
| Debashis Chowdhury | President | 07/2015 | Individual | Yes | 5% but less than 10% |
| Nolan C Wood | Managing Director | 12/2015 | Individual | No | 5% but less than 10% |
| Jason Eric Levey | Chief Executive Officer | 01/2026 | Individual | Yes | 5% but less than 10% |
Indirect Ownership
Source: Form ADVNo indirect ownership records were reported.
Owners & Executives
Source: Form ADVDR
Donald Robinson Cluck
Founding Director
MS
Michael Scott Laven
Chairman
JD
Jerry Dale Iii Montgomery
Managing Director
PR
Poorvi Rajen Parekh
Chief Compliance Officer (Cco)
DC
Debashis Chowdhury
President
NC
Nolan C Wood
Managing Director
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives7
Indirect ownership records0
Regulatory statusSEC registered investment adviser
SEC registration dateSep 7, 1989
CRD number22875