Canterbury Investment Management, LLC
● SEC registered since 2003CRD 125680SEC# 801-61876Zionsville, IN
Reg. AUM
$69.8M
Employees
2
Accounts
101
Location
Zionsville, IN
Canterbury Investment Management, LLC assets under management
Canterbury Investment Management, LLC is an SEC-registered investment adviser based in Zionsville, IN. The firm has been registered since 2003. It reports $69.8 million in regulatory assets under management and employs 2 people.
Canterbury Investment Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Canterbury Investment Management, LLC Control | Member | Over 75% | 2003 |
| Kimberly Jo Custer | Chief Compliance Officer | Under 5% | 2003 |
| Thomas Lee Hardin Control | Ceo | Under 5% | 2003 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Canterbury Investment Management, LLC manage?
Canterbury Investment Management, LLC reports $69.8 million in regulatory assets under management on its Form ADV.
How many employees does Canterbury Investment Management, LLC have?
Canterbury Investment Management, LLC reports 2 employees.
Where is Canterbury Investment Management, LLC located?
Canterbury Investment Management, LLC is based in Zionsville, IN and has been SEC-registered since 2003.
Does Canterbury Investment Management, LLC disclose fund performance?
Canterbury Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 23 E Cedar St, Zionsville, IN 46077 |
| Phone | 317-732-2075 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$69.8M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$69.8Mregulatory AUM
Discretionary $66.5MNon-discretionary $3.4M