Clients
Canterbury Consulting serves 172 clients, 100 of them high-net-worth individuals. The average client has about $267 million with the firm, and high-net-worth clients hold 87% of its $45.9 billion in assets.
- High-net-worth individuals100 clients87%
- Pooled investment vehicles14 clients4%
- Charitable organizations57 clients9%
What it does
Canterbury Consulting provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting and selecting other managers. It is paid through a percentage of assets, fixed fees and performance-based fees.
Canterbury Consulting provided financial planning to 0 clients last fiscal year and advises 16 private funds.
9.0% of assets ($4.14B across 1,081 accounts) are managed with discretion; $41.73B across 3,212 accounts are not. 8% of clients are outside the U.S., and 53 clients received advice without assets under management last fiscal year.
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| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 100 | $39,737,644,036 | 86.6% | $397.4M |
| Pooled investment vehicles | 14 | $1,766,788,812 | 3.9% | $126.2M |
| Pension and profit-sharing plans | 1 | $202,169,863 | 0.4% | $202.2M |
| Charitable organizations | 57 | $4,169,896,904 | 9.1% | $73.2M |
| Total | 172 | $45,876,499,615 | 100% | $266.7M |
- Regulatory AUM
- $39,737,644,036
- Share
- 86.6%
- Avg. per client
- $397.4M
- Regulatory AUM
- $1,766,788,812
- Share
- 3.9%
- Avg. per client
- $126.2M
- Regulatory AUM
- $202,169,863
- Share
- 0.4%
- Avg. per client
- $202.2M
- Regulatory AUM
- $4,169,896,904
- Share
- 9.1%
- Avg. per client
- $73.2M
What the accounts hold
- Other100%
- Canterbury's consulting and advisory services include the selection of third-party money managers that ultimately select and manage the various underlying asset categories as described above.100%
Custodians
Canterbury Consulting’s client accounts are held mainly at The Northern Trust, with 81% of managed assets, and Charles Schwab, with 10%. Canterbury Consulting has custody of $4.31B for 58 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $4.79B10%
- The Northern TrustThe Northern Trust Company · Chicago, IL · $37.12B81%
- All other custodians$3.97B9%
Ownership and leadership
Jason Levey is CEO of Canterbury Consulting.
- Owns 10% to 25% of Canterbury Consulting Incorporated
Donald Cluck
Control person · since January 2026
- Owns 10% to 25% of Canterbury Consulting Incorporated
Michael Laven
Control person · since January 2026
- Owns 10% to 25% of Canterbury Consulting Incorporated
Jerry Dale III Montgomery
Control person · since July 2002
- Owns 10% to 25% of Canterbury Consulting Incorporated
Poorvi Parekh
Control person · since September 2013
- Owns 5% to 10% of Canterbury Consulting Incorporated
Debashis Chowdhury
Control person · since July 2015
- Owns 5% to 10% of Canterbury Consulting Incorporated
Nolan Wood
since December 2015
- Owns 5% to 10% of Canterbury Consulting Incorporated
Jason Levey
Control person · since January 2026
Leadership
- Jason LeveyChief Executive Officer
- Debashis ChowdhuryPresident
- Poorvi ParekhChief Compliance Officer (cco)
- Donald CluckFounding Director
- Jerry Dale III MontgomeryManaging Director
- Nolan WoodManaging Director
- Michael LavenChairman
Staff
- 64 employees
- 25 in advisory functions
- 25 state-registered reps
Fees
Canterbury Consulting is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.
Canterbury Consulting’s fee rates are not included in this profile. Read its fee schedule in its SEC-filed brochure.
Offices and registrations
Besides its headquarters, Canterbury Consulting has 2 offices, with 3 listed addresses across 3 states.
Arizona · 1 listed address
- 222 South Mill Ave, Tempe
California · 1 listed address
- 610 Newport Center Drive, Suite 500, Newport BeachHQ
Washington · 1 listed address
- 1200 Fifth Avenue, Seattle
Registration details
- Legal name
- Canterbury Consulting Incorporated
- Headquarters
- 610 Newport Center Drive, Suite 500, Newport Beach, CA 92660-6404
- Phone
- 949-721-9580
- Website
- www.canterburyconsulting.com
- SEC file
- 801-34756
- Founded
- 1988
- Structure
- California corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Canterbury Consulting have?
Canterbury Consulting has 172 clients and manages $45.9 billion for them, as of May 2026. They include 100 high-net-worth individuals, 57 charitable organizations and 14 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 May 2026
What services does Canterbury Consulting offer?
Canterbury Consulting provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting and selecting other managers. Its services also include estate planning, family office services, philanthropic planning 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
Which custodians does Canterbury Consulting use?
Canterbury Consulting’s separately managed account assets are held at The Northern Trust Company (Chicago, IL), with $37,117,134,924 and Charles Schwab & Co., Inc. (Westlake, TX), with $4,788,332,883. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 May 2026
How many financial advisors does Canterbury Consulting have?
Canterbury Consulting has 25 investment adviser representatives registered with state securities authorities, out of 64 employees, and 25 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 Canterbury Consulting invest in?
At the end of its last fiscal year, Canterbury Consulting’s separately managed accounts held 100% canterbury's consulting and advisory services include the selection of third-party money managers that ultimately select and manage the various underlying asset categories as described above.. It advises 16 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Canterbury Consulting?
Canterbury Consulting’s direct owners are Donald Cluck, Michael Laven, Jerry Dale III Montgomery, Poorvi Parekh, Debashis Chowdhury, Nolan Wood and Jason Levey, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 4 May 2026
How does Canterbury Consulting get paid?
Canterbury Consulting is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
