Canterbury Capital Wealth Management, LLC
● SEC registered since 2025CRD 337758SEC# 801-134168Tuscaloosa, AL
Reg. AUM
$132.1M
Employees
7
Accounts
832
Location
Tuscaloosa, AL
Canterbury Capital Wealth Management, LLC assets under management
Canterbury Capital Wealth Management, LLC operates as an SEC-registered investment adviser based in Tuscaloosa, AL. The firm has been registered since 2025. It reports $132.1 million in regulatory assets under management and employs 7 people.
Canterbury Capital Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Blake Butler Control | Managing Member & Chief Compliance Officer | Over 75% | 2025 |
Frequently asked questions
How much does Canterbury Capital Wealth Management, LLC manage?
Canterbury Capital Wealth Management, LLC reports $132.1 million in regulatory assets under management on its Form ADV.
How many employees does Canterbury Capital Wealth Management, LLC have?
Canterbury Capital Wealth Management, LLC reports 7 employees.
Where is Canterbury Capital Wealth Management, LLC located?
Canterbury Capital Wealth Management, LLC is based in Tuscaloosa, AL and has been SEC-registered since 2025.
Does Canterbury Capital Wealth Management, LLC disclose fund performance?
Canterbury Capital Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 302 Merchants Walk, Suite 250, Tuscaloosa, AL 35406 |
| Phone | 205-534-1310 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132.1M▲ 31%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$132.1Mregulatory AUM
Discretionary $132.1M