Canterbury Capital Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Canterbury Capital Wealth Management reports 305 clients. They include 251 individual clients and 54 high-net-worth individuals. Of its assets, 100.0% ($132M across 832 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 33% |
| High-net-worth individuals | 18% | 64% |
| Pension and profit-sharing plans | Fewer than 5 | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 251 | $43.3M | 32.8% | $172K |
| High-net-worth individuals | 54 | $85M | 64.3% | $1.57M |
| Pension and profit-sharing plans | Fewer than 5 | $3.81M | 2.9% | — |
| Total | 305 | $132M | 100% | — |
- Clients
- 251
- Regulatory AUM
- $43.3M
- AUM share
- 32.8%
- Avg. per client
- $172K
- Clients
- 54
- Regulatory AUM
- $85M
- AUM share
- 64.3%
- Avg. per client
- $1.57M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.81M
- AUM share
- 2.9%
- Avg. per client
- —
Total
- Clients
- 305
- Regulatory AUM
- $132M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Canterbury Capital Wealth Management charges 0.50%–1.50% for its Investment Management Fee. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone engagements carry a negotiable fixed fee of $1,500 to $15,000; for project work one-half is payable on signing and the balance on delivery.
- Retirement Plan Consulting
- Plan-sponsor consulting is a fixed project fee individually negotiated for each engagement, based on the scope of services.
Robert Butler owns 75% or more of Canterbury Capital Wealth Management. The leadership team of Canterbury Capital Wealth Management includes Chief Compliance Officer Robert Butler. It has 7 employees, 2 of them in advisory roles.
Leadership
- Robert ButlerManaging Member & Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 2 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Canterbury Capital Wealth Management, LLC
Robert Butler
Control person · since July 2025
Besides its headquarters, Canterbury Capital Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in Alabama.
Alabama · 1 listed address
- 302 Merchants Walk, Suite 250, TuscaloosaHQ
Contact and registration details
- Legal name
- Canterbury Capital Wealth Management, LLC
- Headquarters
- 302 Merchants Walk, Suite 250, Tuscaloosa, AL 35406
- Website
- Not reported
- Phone
- 205-534-1310
- @canterbury-cap
- SEC file
- 801-134168
- Structure
- Delaware LLC
- Fiscal year end
- December
Canterbury Capital Wealth Management uses Charles Schwab ($132M) as custodian for its separately managed accounts. Canterbury Capital Wealth Management has custody of $58.3M in client assets for 263 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $132M100%
At year end, Canterbury Capital Wealth Management’s separately managed accounts were mostly in stocks (50%) and funds (45%).
What the accounts hold
- Stocks50%
- Funds45%
- Registered funds44%
- Pooled vehicles1%
- Cash2%
Filed values cover 97%. The neutral 3% gap has no reported category.
How many clients does Canterbury Capital Wealth Management have?
Canterbury Capital Wealth Management has 305 clients and manages $132 million for them, as of August 2026. They include 251 individual clients and 54 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 August 2026
What services does Canterbury Capital Wealth Management offer?
Canterbury Capital Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Canterbury Capital Wealth Management charge?
Canterbury Capital Wealth Management charges 0.50%–1.50% for its Investment Management Fee. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Source: DISCLOSURE BROCHURE FOR CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC, filed 17 August 2026
Which custodians does Canterbury Capital Wealth Management use?
Canterbury Capital Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $132M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 August 2026
How many financial advisors does Canterbury Capital Wealth Management have?
Canterbury Capital Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 7 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Canterbury Capital Wealth Management invest in?
At the end of its last fiscal year, Canterbury Capital Wealth Management’s separately managed accounts held 50% exchange-traded equities, 44% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Canterbury Capital Wealth Management?
Canterbury Capital Wealth Management’s direct owner is Robert Butler (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 August 2026
How does Canterbury Capital Wealth Management get paid?
Canterbury Capital Wealth Management is paid through a percentage of assets under management and fixed fees. 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 Canterbury Capital Wealth Management registered with the SEC?
Yes, Canterbury Capital Wealth Management has been registered with the SEC as an investment adviser since 15 August 2025. Its CRD number is 337758 and its SEC file number is 801-134168.
Source: Form ADV Part 1A, Item 1, filed 17 August 2026; IAPD firm record
How do I contact Canterbury Capital Wealth Management?
Canterbury Capital Wealth Management’s main office is at 302 Merchants Walk, Suite 250, Tuscaloosa, AL 35406. Its phone number is 205-534-1310.