firm profile
Canterbury Consulting Incorporated
Overview
Canterbury Consulting Incorporated is an SEC registered investment adviser based in Newport Beach, CA, registered since 1989. It reports $45.9B in assets under management across 4,293 accounts, with 64 employees. It has 24 investment adviser representatives.
- Reported AUM
- $45.9B
- Discretionary
- 9%
- Accounts
- 4,293
- Average account
- $10.7M
- Employees
- 64
- Advisory reps
- 24
- Registered since
- 1989
- Jurisdictions
- 12
As reported in the firm's May 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Percentage of Assets and Performance-Based Fees
Executive officers 3 of 7
- Jason Eric Levey Chief Executive Officer CRD 4793252
- Debashis Chowdhury President CRD 3146678
- Jerry Dale Montgomery III Managing Director CRD 1874730
4 more executive officers, with direct contact details
Advisory reps 3 of 24
- Anthony Amador Investment Adviser Rep CRD 7437519
- Stuart Ashley Blair Investment Adviser Rep CRD 5517362
- Chad Gregory Bollenbach Investment Adviser Rep CRD 4486843
21 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 610 Newport Center Dr Ste 500
Newport Beach, CA 92660 - County
- Orange
- Metro area
- Los Angeles-Long Beach-Anaheim, CA
- Region
- West
Registrations
- SEC registered
- Registered in 12 jurisdictions
- Website: canterburyconsulting.com
Every state, with registration dates
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