Canterbury Consulting Incorporated

Firm record

As recorded in SEC IAPD

Firm CRD

22875

SEC number

801-34756

Firm type

RIA

Assets under management

$45.9B as of May 4, 2026

Website

www.canterburyconsulting.com ↗

Phone

949-721-9580

Address

610 Newport Center Drive, Newport Beach, CA, 92660-6404

Advisors at this firm

25 in our index · page 1 of 1

• Anthony AmadorCRD 7437519 · Newport Beach, CA
  IA Registered
• Stuart Ashley BlairCRD 5517362 · Newport Beach, CA
  IA Registered
• Chad Gregory BollenbachCRD 4486843 · Newport Beach, CA
  IA Registered
• Debashis ChowdhuryCRD 3146678 · Newport Beach, CA
  IA Registered
  Disclosure event(s) on record
• Donald Robinson CluckCRD 863902 · Newport Beach, CA
  IA Registered
• Christian Emmanuel CruzCRD 7003549 · Newport Beach, CA
  IA Registered
• Christian Alejandro EscalanteCRD 7437825 · Newport Beach, CA
  IA Registered
• Nicholas Garrett JacksonCRD 7861872 · Newport Beach, CA
  IA Registered
• Daniel Thomas JanowiakCRD 2817063 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Michael Scott LavenCRD 1497898 · Newport Beach, CA
  IA Registered
• Jason Eric LeveyCRD 4793252 · Newport Beach, CA
  IA Registered
• Donald Patrick LopiccoloCRD 6029244 · Newport Beach, CA
  IA Registered
• Jerry Dale MontgomeryCRD 1874730 · Newport Beach, CA
  IA Registered
• Kyle McintyreCRD 7437471 · Newport Beach, CA
  IA Registered
• Brenden Oliver MeekCRD 7294247 · Newport Beach, CA
  IA Registered
• Brandyn Michon MurrayCRD 7207721 · Newport Beach, CA
  IA Registered
• Poorvi Rajen ParekhCRD 4901446 · Newport Beach, CA
  IA Registered
• Robert Jesus RuizCRD 8188564 · Newport Beach, CA
  IA Registered
• Emmett Livingston ShirasCRD 6417227 · Newport Beach, CA
  IA Registered
• Brandon Joseph StillmanCRD 5526347 · Newport Beach, CA
  IA Registered
• Mason Cole SorensonCRD 7855586 · Newport Beach, CA
  IA Registered
• Dominick Michael SpanoCRD 8187148 · Newport Beach, CA
  IA Registered
• Sean TouheyCRD 4709448 · Newport Beach, CA
  IA Registered
• Tiffany Han-Yen TsengCRD 6909762 · Newport Beach, CA
  IA Registered
• Nolan C WoodCRD 3041549 · Seattle, WA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.