CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD #125680 SEC #801-61876 ZIONSVILLE, IN 317-732-2075
SEC Registered
Total AUM
$64.6M
Discretionary
$61.4M
Employees
2
Clients
0
Accounts
105
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $64.6M | $61.4M | $3.2M | 2 | 0 |
| Mar 2024 | $72.3M | $69.3M | $3M | 3 | 0 |
| Mar 2023 | $90.5M | $87.9M | $2.6M | 4 | 0 |
| Feb 2022 | $95.8M | $91.8M | $4M | 4 | 0 |
| Mar 2021 | $103.1M | $98.1M | $5M | 4 | 0 |
| Jun 2020 | $150.4M | $145.6M | $4.8M | 3 | 0 |
| Mar 2020 | $150.4M | $145.6M | $4.8M | 3 | 0 |
| Mar 2019 | $185.1M | $171.6M | $13.5M | 3 | 0 |
| Mar 2018 | $209.2M | $206.3M | $2.9M | 5 | 0 |
| Aug 2017 | $39.9M | $35.6M | $4.3M | 5 | 26 |
| Mar 2017 | $39.9M | $35.6M | $4.3M | 5 | 26 |
| Nov 2016 | $41.9M | $35.8M | $6.1M | 4 | 26 |
| Mar 2016 | $267M | $263.1M | $3.8M | 6 | 26 |
| Mar 2015 | $270.6M | $267.4M | $3.2M | 5 | 26 |
| Mar 2014 | $204.6M | $202.2M | $2.4M | 2 | 26 |
| Mar 2013 | $115M | $109M | $6M | 1 | 26 |
| Mar 2012 | $122M | $114M | $8M | 1 | 300 |
| Jan 2012 | $45.2M | $42.5M | $2.7M | 1 | 26 |
| Dec 2010 | $51.5M | $46.5M | $5M | 5 | -- |
| Mar 2009 | $55M | $50M | $5M | 5 | -- |
| Mar 2008 | $90M | $85M | $5M | 5 | -- |
| Mar 2007 | $81.6M | $74.4M | $7.3M | 5 | -- |
| Dec 2006 | $63.5M | $55.5M | $8M | 5 | -- |
| Feb 2006 | $63.5M | $55.5M | $8M | 5 | -- |
| Nov 2005 | $63.2M | $55.1M | $8M | 5 | -- |
| Apr 2004 | $53.1M | $47.1M | $5.9M | 5 | -- |
| Mar 2004 | $53.1M | $47.1M | $5.9M | 5 | -- |
DateMar 2025
Total AUM$64.6M
Discretionary$61.4M
Non-Disc.$3.2M
Employees2
Clients0
DateMar 2024
Total AUM$72.3M
Discretionary$69.3M
Non-Disc.$3M
Employees3
Clients0
DateMar 2023
Total AUM$90.5M
Discretionary$87.9M
Non-Disc.$2.6M
Employees4
Clients0
DateFeb 2022
Total AUM$95.8M
Discretionary$91.8M
Non-Disc.$4M
Employees4
Clients0
DateMar 2021
Total AUM$103.1M
Discretionary$98.1M
Non-Disc.$5M
Employees4
Clients0
DateJun 2020
Total AUM$150.4M
Discretionary$145.6M
Non-Disc.$4.8M
Employees3
Clients0
DateMar 2020
Total AUM$150.4M
Discretionary$145.6M
Non-Disc.$4.8M
Employees3
Clients0
DateMar 2019
Total AUM$185.1M
Discretionary$171.6M
Non-Disc.$13.5M
Employees3
Clients0
DateMar 2018
Total AUM$209.2M
Discretionary$206.3M
Non-Disc.$2.9M
Employees5
Clients0
DateAug 2017
Total AUM$39.9M
Discretionary$35.6M
Non-Disc.$4.3M
Employees5
Clients26
DateMar 2017
Total AUM$39.9M
Discretionary$35.6M
Non-Disc.$4.3M
Employees5
Clients26
DateNov 2016
Total AUM$41.9M
Discretionary$35.8M
Non-Disc.$6.1M
Employees4
Clients26
DateMar 2016
Total AUM$267M
Discretionary$263.1M
Non-Disc.$3.8M
Employees6
Clients26
DateMar 2015
Total AUM$270.6M
Discretionary$267.4M
Non-Disc.$3.2M
Employees5
Clients26
DateMar 2014
Total AUM$204.6M
Discretionary$202.2M
Non-Disc.$2.4M
Employees2
Clients26
DateMar 2013
Total AUM$115M
Discretionary$109M
Non-Disc.$6M
Employees1
Clients26
DateMar 2012
Total AUM$122M
Discretionary$114M
Non-Disc.$8M
Employees1
Clients300
DateJan 2012
Total AUM$45.2M
Discretionary$42.5M
Non-Disc.$2.7M
Employees1
Clients26
DateDec 2010
Total AUM$51.5M
Discretionary$46.5M
Non-Disc.$5M
Employees5
Clients--
DateMar 2009
Total AUM$55M
Discretionary$50M
Non-Disc.$5M
Employees5
Clients--
DateMar 2008
Total AUM$90M
Discretionary$85M
Non-Disc.$5M
Employees5
Clients--
DateMar 2007
Total AUM$81.6M
Discretionary$74.4M
Non-Disc.$7.3M
Employees5
Clients--
DateDec 2006
Total AUM$63.5M
Discretionary$55.5M
Non-Disc.$8M
Employees5
Clients--
DateFeb 2006
Total AUM$63.5M
Discretionary$55.5M
Non-Disc.$8M
Employees5
Clients--
DateNov 2005
Total AUM$63.2M
Discretionary$55.1M
Non-Disc.$8M
Employees5
Clients--
DateApr 2004
Total AUM$53.1M
Discretionary$47.1M
Non-Disc.$5.9M
Employees5
Clients--
DateMar 2004
Total AUM$53.1M
Discretionary$47.1M
Non-Disc.$5.9M
Employees5
Clients--