Canter Strategic Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars, estate planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Canter Strategic Wealth Management reports 280 clients. They include 149 individual clients, 129 high-net-worth individuals and 2 charitable organizations. Of its assets, 100.0% ($386M across 280 accounts) are managed with discretion. It advised 7 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 21% |
| High-net-worth individuals | 46% | 78% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 149 | $82.8M | 21.4% | $555K |
| High-net-worth individuals | 129 | $303M | 78.4% | $2.35M |
| Charitable organizations | Fewer than 5 | $661K | 0.2% | $330K |
| Total | 280 | $386M | 100% | — |
- Clients
- 149
- Regulatory AUM
- $82.8M
- AUM share
- 21.4%
- Avg. per client
- $555K
- Clients
- 129
- Regulatory AUM
- $303M
- AUM share
- 78.4%
- Avg. per client
- $2.35M
- Clients
- Fewer than 5
- Regulatory AUM
- $661K
- AUM share
- 0.2%
- Avg. per client
- $330K
Total
- Clients
- 280
- Regulatory AUM
- $386M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 7
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Canter Strategic Wealth Management charges 0.50%–1.00% a year for its Individual Client Asset Management Services. Each asset band is charged at its own rate. The fee is billed in advance and requires an account of at least $750,000. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.95% |
| $2M–$3M | 0.90% |
| $3M–$5M | 0.85% |
| $5M–$7M | 0.80% |
| $7M–$10M | 0.70% |
| $10M–$15M | 0.60% |
| $15M and above | 0.50% |
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting is a fixed and/or hourly fee with a minimum annual fee of $7,500, billed quarterly; stand-alone projects typically run $7,500 to $20,000.
Canter Wealth Holdco, LLC owns 75% or more of Canter Strategic Wealth Management and is in turn owned by Canter Group, LLC (50–75%). The leadership team of Canter Strategic Wealth Management includes President Andrew Canter and Chief Compliance Officer Joseph Kalmanovitz. It has 12 employees, 7 of them in advisory roles.
Leadership
- Andrew CanterPrincipal and President
- Joseph KalmanovitzChief Compliance Officer
- Megan CostiganDirector of Marketing
- Babak GahvariManaging Partner / Owner
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Andrew Edward Canter
- Michael Anthony Canzone
- Aiden Cox
- Babak Gahvari
- Joseph Paul Kalmanovitz
- James Anthony Mellon
- Luke Dominic Podbury
Staff
- 12 employees
- 7 in advisory functions
- 7 state-registered reps
- Owns 75% or more of Canter Strategic Wealth Management, LLC
Canter Wealth Holdco, LLC
Control person · since January 2016
- Owns 50% to 75% of Canter Wealth Holdco, LLC
Canter Group, LLC
since January 2016
- Owns 75% or more of Canter Group, LLC
Canter Holdings, LLC
Control person · since January 2016
- Owns 75% or more of Canter Holdings, LLC
Andrew Canter
Control person · since January 2016
- Owns 5% to 10% of Canter Strategic Wealth Management, LLC
Babak Gahvari
Control person · since May 2017
Canter Strategic Wealth Management’s regulatory assets grew 2.1× from $187M (July 2021) to $386M (August 2026); clients rose from 177 to 280 and employees from 6 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $386M | 280 | 12 | 1 |
| May 2025 | $276M | 258 | 11 | 1 |
| June 2024 | $302M | 305 | 12 | 1 |
| March 2023 | $217M | 238 | 9 | 1 |
| March 2022 | $206M | 203 | 8 | 1 |
| July 2021 | $187M | 177 | 6 | 1 |
Besides its headquarters, Canter Strategic Wealth Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 7825 Fay Avenue, Suite 140, La JollaHQ
Other business names
Canter Strategic Wealth Management has reported 2 other business names to the SEC.
- Canter Wealth
- Tax & Retirement Education
Contact and registration details
- Legal name
- Canter Strategic Wealth Management, LLC
- Headquarters
- 7825 Fay Avenue, Suite 140, La Jolla, CA 92037
- Website
- canterwealth.com
- Phone
- 858-812-7550
- @canter-wealth
- SEC file
- 801-117802
- Founded
- 2013
- Structure
- California LLC
- Fiscal year end
- December
Canter Strategic Wealth Management uses Charles Schwab ($383M) as custodian for its separately managed accounts. Canter Strategic Wealth Management has custody of $383M in client assets for 280 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $383M100%
At year end, Canter Strategic Wealth Management’s separately managed accounts were mostly in funds (54%) and stocks (42%).
What the accounts hold
- Stocks42%
- Funds54%
- Bonds2%
- Cash2%
How many clients does Canter Strategic Wealth Management have?
Canter Strategic Wealth Management has 280 clients and manages $386 million for them, as of August 2026. They include 149 individual clients, 129 high-net-worth individuals and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 August 2026
What services does Canter Strategic Wealth Management offer?
Canter Strategic Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Canter Strategic Wealth Management charge?
Canter Strategic Wealth Management charges 0.50%–1.00% a year for its Individual Client Asset Management Services. Each asset band is charged at its own rate. The fee is billed in advance and requires an account of at least $750,000.
Which custodians does Canter Strategic Wealth Management use?
Canter Strategic Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $383M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 August 2026
How many financial advisors does Canter Strategic Wealth Management have?
Canter Strategic Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 12 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Canter Strategic Wealth Management invest in?
At the end of its last fiscal year, Canter Strategic Wealth Management’s separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 42% exchange-traded equities, 2% state and local bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Canter Strategic Wealth Management have a minimum investment?
Yes, Canter Strategic Wealth Management’s minimum account size for its Individual Client Asset Management Services is $750K.
Who owns Canter Strategic Wealth Management?
Canter Strategic Wealth Management is owned through a chain of holding companies by Andrew Canter. Its direct owners are Canter Wealth Holdco, LLC (75% or more) and Babak Gahvari (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 August 2026
How does Canter Strategic Wealth Management get paid?
Canter Strategic Wealth Management is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Canter Strategic Wealth Management registered with the SEC?
Yes, Canter Strategic Wealth Management has been registered with the SEC as an investment adviser since 17 December 2019. Its CRD number is 167828 and its SEC file number is 801-117802.
Source: Form ADV Part 1A, Item 1, filed 10 August 2026; IAPD firm record
How do I contact Canter Strategic Wealth Management?
Canter Strategic Wealth Management’s main office is at 7825 Fay Avenue, Suite 140, La Jolla, CA 92037. Its phone number is 858-812-7550. Its website is canterwealth.com.