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Canterbury Investment Management, LLC

● SEC registered since 2003CRD 125680SEC# 801-61876Zionsville, IN
Export (members)
Reg. AUM
$64.6M
Employees
2
Accounts
105
Location
Zionsville, IN

Canterbury Investment Management, LLC assets under management

Canterbury Investment Management, LLC is an SEC-registered investment adviser based in Zionsville, IN. The firm has been registered since 2003. It reports $64.6 million in regulatory assets under management and employs 2 people.
www.canterburygroup.comView on SEC.gov ↗

Canterbury Investment Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Canterbury Investment Management, LLC ControlMemberOver 75%2003
Kimberly Jo CusterChief Compliance OfficerUnder 5%2003
Thomas Lee Hardin ControlCeoUnder 5%2003
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Frequently asked questions

How much does Canterbury Investment Management, LLC manage?

Canterbury Investment Management, LLC reports $64.6 million in regulatory assets under management on its Form ADV.

How many employees does Canterbury Investment Management, LLC have?

Canterbury Investment Management, LLC reports 2 employees.

Where is Canterbury Investment Management, LLC located?

Canterbury Investment Management, LLC is based in Zionsville, IN and has been SEC-registered since 2003.

Does Canterbury Investment Management, LLC disclose fund performance?

Canterbury Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address23 E Cedar St, Zionsville, IN 46077
Phone317-732-2075
Office hours8:30 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$61.4M
Non-discretionary$3.2M
Total (RAUM)$64.6M