CANTERBURY CONSULTING INCORPORATED
CRD #22875 SEC #801-34756 NEWPORT BEACH, CA 949-721-9580
SEC Registered Private Funds
Total AUM
$7.4B
Discretionary
$3.1B
Employees
69
Clients
0
Accounts
4,276
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $7.4B | $3.1B | $4.3B | 69 | 58 |
| Sep 2025 | $7.4B | $3.1B | $4.3B | 69 | 58 |
| Aug 2025 | $7.4B | $3.1B | $4.3B | 69 | 58 |
| Jun 2025 | $7.4B | $3.1B | $4.3B | 69 | 58 |
| Jun 2025 | $7.4B | $3.1B | $4.3B | 69 | 58 |
| Apr 2025 | $7.4B | $3.1B | $4.3B | 69 | 58 |
| Mar 2025 | $7.4B | $3.1B | $4.3B | 69 | 58 |
| Mar 2025 | $7.4B | $3.1B | $4.3B | 69 | 58 |
| Jan 2025 | $6.6B | $3B | $3.6B | 72 | 62 |
| Dec 2024 | $6.6B | $3B | $3.6B | 72 | 62 |
| Aug 2024 | $6.6B | $3B | $3.6B | 72 | 62 |
| Jul 2024 | $6.6B | $3B | $3.6B | 72 | 62 |
| Jul 2024 | $6.6B | $3B | $3.6B | 72 | 62 |
| Jul 2024 | $6.6B | $3B | $3.6B | 72 | 62 |
| May 2024 | $6.6B | $3B | $3.6B | 72 | 62 |
| Mar 2024 | $6.6B | $3B | $3.6B | 72 | 62 |
| Jan 2024 | $5.4B | $2.2B | $3.2B | 67 | 70 |
| Nov 2023 | $5.4B | $2.2B | $3.2B | 67 | 70 |
| Sep 2023 | $5.4B | $2.2B | $3.2B | 67 | 70 |
| Jun 2023 | $5.4B | $2.2B | $3.2B | 67 | 70 |
| Mar 2023 | $5.4B | $2.2B | $3.2B | 67 | 70 |
| Mar 2023 | $5.4B | $2.2B | $3.2B | 67 | 70 |
| Sep 2022 | $6.1B | $2.1B | $4B | 67 | 69 |
| Aug 2022 | $6.1B | $2.1B | $4B | 165 | 69 |
| Jun 2022 | $6.1B | $2.1B | $4B | 165 | 69 |
| Mar 2022 | $6.1B | $2.1B | $4B | 165 | 69 |
| Feb 2022 | $5.1B | $1.7B | $3.5B | 63 | 67 |
| Nov 2021 | $5.1B | $1.7B | $3.5B | 63 | 67 |
| Apr 2021 | $5.1B | $1.7B | $3.5B | 63 | 67 |
| Mar 2021 | $5.1B | $1.7B | $3.5B | 63 | 67 |
| Jun 2020 | $4.2B | $1B | $3.1B | 59 | 70 |
| Jun 2020 | $4.2B | $1B | $3.1B | 59 | 70 |
| Mar 2020 | $4.2B | $1B | $3.1B | 59 | 70 |
| Aug 2019 | $3.7B | $823.7M | $2.9B | 58 | 66 |
| Jun 2019 | $3.7B | $823.7M | $2.9B | 58 | 66 |
| Mar 2019 | $3.7B | $823.7M | $2.9B | 58 | 66 |
| Mar 2018 | $4.1B | $426.8M | $3.7B | 57 | 66 |
| Oct 2017 | $17.2B | $3.2B | $14B | 57 | 0 |
| Mar 2017 | $17.5B | $2.4B | $15.1B | 53 | 200 |
| Feb 2017 | $16.4B | $2.1B | $14.3B | 56 | 200 |
| Dec 2016 | $16.4B | $2.1B | $14.3B | 56 | 200 |
| Apr 2016 | $16.4B | $2.1B | $14.3B | 45 | 200 |
| Mar 2016 | $16.7B | $2.1B | $14.5B | 45 | 200 |
| Aug 2015 | $13.6B | $2.1B | $11.5B | 45 | 200 |
| Mar 2015 | $13.6B | $2.1B | $11.5B | 45 | 200 |
| Jan 2015 | $13.1B | $1.5B | $11.6B | 45 | 200 |
| Dec 2014 | $13.1B | $1.5B | $11.6B | 45 | 200 |
| Aug 2014 | $13.1B | $1.5B | $11.6B | 45 | 200 |
| Mar 2014 | $13.1B | $1.5B | $11.6B | 46 | 200 |
| Jan 2014 | $12B | $766M | $11.2B | 46 | 200 |
| Mar 2013 | $12B | $766M | $11.2B | 46 | 11 |
| Mar 2012 | $12.1B | $558.2M | $11.6B | 11 | 11 |
| Mar 2011 | $12.3B | $359.3M | $12B | -- | -- |
| Mar 2010 | $10.4B | $717M | $9.7B | -- | -- |
| Mar 2009 | $8.8B | $278.8M | $8.6B | -- | -- |
| Mar 2008 | $13.7B | $256.6M | $13.4B | -- | -- |
| Mar 2007 | $10.9B | $166M | $10.7B | -- | -- |
| Mar 2007 | $10.9B | $166M | $10.7B | -- | -- |
| Feb 2007 | $10.5B | $171.1M | $10.3B | -- | -- |
| Mar 2006 | $10.5B | $171.1M | $10.3B | -- | -- |
| Sep 2005 | $9.9B | $158.3M | $9.7B | -- | -- |
| Sep 2005 | $9.9B | $158.3M | $9.7B | -- | -- |
| May 2005 | $9.9B | $145.8M | $9.8B | -- | -- |
| Nov 2003 | $6.5B | $101.8M | $6.3B | -- | -- |
DateOct 2025
Total AUM$7.4B
Discretionary$3.1B
Non-Disc.$4.3B
Employees69
Clients58
DateSep 2025
Total AUM$7.4B
Discretionary$3.1B
Non-Disc.$4.3B
Employees69
Clients58
DateAug 2025
Total AUM$7.4B
Discretionary$3.1B
Non-Disc.$4.3B
Employees69
Clients58
DateJun 2025
Total AUM$7.4B
Discretionary$3.1B
Non-Disc.$4.3B
Employees69
Clients58
DateJun 2025
Total AUM$7.4B
Discretionary$3.1B
Non-Disc.$4.3B
Employees69
Clients58
DateApr 2025
Total AUM$7.4B
Discretionary$3.1B
Non-Disc.$4.3B
Employees69
Clients58
DateMar 2025
Total AUM$7.4B
Discretionary$3.1B
Non-Disc.$4.3B
Employees69
Clients58
DateMar 2025
Total AUM$7.4B
Discretionary$3.1B
Non-Disc.$4.3B
Employees69
Clients58
DateJan 2025
Total AUM$6.6B
Discretionary$3B
Non-Disc.$3.6B
Employees72
Clients62
DateDec 2024
Total AUM$6.6B
Discretionary$3B
Non-Disc.$3.6B
Employees72
Clients62
DateAug 2024
Total AUM$6.6B
Discretionary$3B
Non-Disc.$3.6B
Employees72
Clients62
DateJul 2024
Total AUM$6.6B
Discretionary$3B
Non-Disc.$3.6B
Employees72
Clients62
DateJul 2024
Total AUM$6.6B
Discretionary$3B
Non-Disc.$3.6B
Employees72
Clients62
DateJul 2024
Total AUM$6.6B
Discretionary$3B
Non-Disc.$3.6B
Employees72
Clients62
DateMay 2024
Total AUM$6.6B
Discretionary$3B
Non-Disc.$3.6B
Employees72
Clients62
DateMar 2024
Total AUM$6.6B
Discretionary$3B
Non-Disc.$3.6B
Employees72
Clients62
DateJan 2024
Total AUM$5.4B
Discretionary$2.2B
Non-Disc.$3.2B
Employees67
Clients70
DateNov 2023
Total AUM$5.4B
Discretionary$2.2B
Non-Disc.$3.2B
Employees67
Clients70
DateSep 2023
Total AUM$5.4B
Discretionary$2.2B
Non-Disc.$3.2B
Employees67
Clients70
DateJun 2023
Total AUM$5.4B
Discretionary$2.2B
Non-Disc.$3.2B
Employees67
Clients70
DateMar 2023
Total AUM$5.4B
Discretionary$2.2B
Non-Disc.$3.2B
Employees67
Clients70
DateMar 2023
Total AUM$5.4B
Discretionary$2.2B
Non-Disc.$3.2B
Employees67
Clients70
DateSep 2022
Total AUM$6.1B
Discretionary$2.1B
Non-Disc.$4B
Employees67
Clients69
DateAug 2022
Total AUM$6.1B
Discretionary$2.1B
Non-Disc.$4B
Employees165
Clients69
DateJun 2022
Total AUM$6.1B
Discretionary$2.1B
Non-Disc.$4B
Employees165
Clients69
DateMar 2022
Total AUM$6.1B
Discretionary$2.1B
Non-Disc.$4B
Employees165
Clients69
DateFeb 2022
Total AUM$5.1B
Discretionary$1.7B
Non-Disc.$3.5B
Employees63
Clients67
DateNov 2021
Total AUM$5.1B
Discretionary$1.7B
Non-Disc.$3.5B
Employees63
Clients67
DateApr 2021
Total AUM$5.1B
Discretionary$1.7B
Non-Disc.$3.5B
Employees63
Clients67
DateMar 2021
Total AUM$5.1B
Discretionary$1.7B
Non-Disc.$3.5B
Employees63
Clients67
DateJun 2020
Total AUM$4.2B
Discretionary$1B
Non-Disc.$3.1B
Employees59
Clients70
DateJun 2020
Total AUM$4.2B
Discretionary$1B
Non-Disc.$3.1B
Employees59
Clients70
DateMar 2020
Total AUM$4.2B
Discretionary$1B
Non-Disc.$3.1B
Employees59
Clients70
DateAug 2019
Total AUM$3.7B
Discretionary$823.7M
Non-Disc.$2.9B
Employees58
Clients66
DateJun 2019
Total AUM$3.7B
Discretionary$823.7M
Non-Disc.$2.9B
Employees58
Clients66
DateMar 2019
Total AUM$3.7B
Discretionary$823.7M
Non-Disc.$2.9B
Employees58
Clients66
DateMar 2018
Total AUM$4.1B
Discretionary$426.8M
Non-Disc.$3.7B
Employees57
Clients66
DateOct 2017
Total AUM$17.2B
Discretionary$3.2B
Non-Disc.$14B
Employees57
Clients0
DateMar 2017
Total AUM$17.5B
Discretionary$2.4B
Non-Disc.$15.1B
Employees53
Clients200
DateFeb 2017
Total AUM$16.4B
Discretionary$2.1B
Non-Disc.$14.3B
Employees56
Clients200
DateDec 2016
Total AUM$16.4B
Discretionary$2.1B
Non-Disc.$14.3B
Employees56
Clients200
DateApr 2016
Total AUM$16.4B
Discretionary$2.1B
Non-Disc.$14.3B
Employees45
Clients200
DateMar 2016
Total AUM$16.7B
Discretionary$2.1B
Non-Disc.$14.5B
Employees45
Clients200
DateAug 2015
Total AUM$13.6B
Discretionary$2.1B
Non-Disc.$11.5B
Employees45
Clients200
DateMar 2015
Total AUM$13.6B
Discretionary$2.1B
Non-Disc.$11.5B
Employees45
Clients200
DateJan 2015
Total AUM$13.1B
Discretionary$1.5B
Non-Disc.$11.6B
Employees45
Clients200
DateDec 2014
Total AUM$13.1B
Discretionary$1.5B
Non-Disc.$11.6B
Employees45
Clients200
DateAug 2014
Total AUM$13.1B
Discretionary$1.5B
Non-Disc.$11.6B
Employees45
Clients200
DateMar 2014
Total AUM$13.1B
Discretionary$1.5B
Non-Disc.$11.6B
Employees46
Clients200
DateJan 2014
Total AUM$12B
Discretionary$766M
Non-Disc.$11.2B
Employees46
Clients200
DateMar 2013
Total AUM$12B
Discretionary$766M
Non-Disc.$11.2B
Employees46
Clients11
DateMar 2012
Total AUM$12.1B
Discretionary$558.2M
Non-Disc.$11.6B
Employees11
Clients11
DateMar 2011
Total AUM$12.3B
Discretionary$359.3M
Non-Disc.$12B
Employees--
Clients--
DateMar 2010
Total AUM$10.4B
Discretionary$717M
Non-Disc.$9.7B
Employees--
Clients--
DateMar 2009
Total AUM$8.8B
Discretionary$278.8M
Non-Disc.$8.6B
Employees--
Clients--
DateMar 2008
Total AUM$13.7B
Discretionary$256.6M
Non-Disc.$13.4B
Employees--
Clients--
DateMar 2007
Total AUM$10.9B
Discretionary$166M
Non-Disc.$10.7B
Employees--
Clients--
DateMar 2007
Total AUM$10.9B
Discretionary$166M
Non-Disc.$10.7B
Employees--
Clients--
DateFeb 2007
Total AUM$10.5B
Discretionary$171.1M
Non-Disc.$10.3B
Employees--
Clients--
DateMar 2006
Total AUM$10.5B
Discretionary$171.1M
Non-Disc.$10.3B
Employees--
Clients--
DateSep 2005
Total AUM$9.9B
Discretionary$158.3M
Non-Disc.$9.7B
Employees--
Clients--
DateSep 2005
Total AUM$9.9B
Discretionary$158.3M
Non-Disc.$9.7B
Employees--
Clients--
DateMay 2005
Total AUM$9.9B
Discretionary$145.8M
Non-Disc.$9.8B
Employees--
Clients--
DateNov 2003
Total AUM$6.5B
Discretionary$101.8M
Non-Disc.$6.3B
Employees--
Clients--