CANTERBURY INVESTMENT MANAGEMENT, LLC
B55
CRD 125680·SEC 801-61876·ZIONSVILLE, IN
AUM
$69.8M
$25M-$100M
Est. Revenue
$698K
@ 1% on AUM
Est. EBITDA
$210K
@ 30% margin
Est. Deal Value
$1.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $185.1M
'21 · $150.4M
'22 · $95.8M
'23 · $95.8M
'25 · $64.6M
'26 · $69.8M
'20'26
$185.1M → $69.8M▼ -62%
Client mix
| Individuals Other | 29 |
| Individuals High Net Worth | 16 |
| Other Investment Advisers | 2 |
| Investment Companies | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 2 advisors
'26 · 2 advisors
'20'26
2 advisors → 2 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businessesEducational Seminars Workshops
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited