AUMdb

Cantebury Capital, Inc.

State-registered Wealth Manager · Boutique (under $100M) CRD 125063 · · WWW.CANTEBURYCAPITAL.COM
☆ Save with Pro ADV data as of Jun 08, 2026
Regulatory AUM
$38.5M
Discretionary
$38.5M
Clients
17
Avg AUM / client
$2.3M
Accounts
46
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) Fewer than 5 clients $1.0M 2.6%
High net worth individuals 16 $24.5M 63.6%
State or municipal government entities 1 $13.0M 33.8%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Thomas Guy Carpenter Registered representative Feb 2003 (23y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/08/2026 979 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Pension consulting services
  • Selection of other advisers

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.

View current Form ADV (SEC/IAPD) ↗