SourcingSourcing

CANTERBURY CONSULTING INCORPORATED

C43
CRD 22875·SEC 801-34756·NEWPORT BEACH, CA
AUM
$45.88B
$1B+
Est. Revenue
$458.8M
@ 1% on AUM
Est. EBITDA
$137.6M
@ 30% margin
Est. Deal Value
$1.10B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CANTERBURY CONSULTING INCORPORATED
CRD
22875
SEC file #
801-34756
EIN
611735376
DBA names
—

Economics

AUM
$45.88B
AUM band
$1B+
AUM trajectory
'20'26
$3.73B → $45.88B▲ +1128%
Client mix
Individuals High Net Worth100
Charitable Organizations57
Pooled Investment Vehicles14
Pension Profit Sharing Plans1

Operations

Employees (total)
64
Advisory staff (per ADV)
25
Advisory staff (5-yr trend)
'20'26
19 advisors → 25 advisors▲ +32%
Primary office
NEWPORT BEACH CA
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
canterburyconsulting.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CLUCK, DONALD, ROBINSON
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
CLUCK, DONALD, ROBINSON
LAVEN, MICHAEL, SCOTT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CANTERBURYCONSULTING.COM
Rdap Domain Creation Date
1997-07-01T04:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
334,318
Form 5500 Compensation Trajectory 3y
2025289,742
202644,576
Form 5500 Plan Count Trajectory 3y
20253
20261
Schedule C Total Compensation
334,318
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001616017
Edgar Registered
Yes
Edgar Filing Count
27
Edgar First Filing Date
2014-08-20
Edgar Last Filing Date
2025-12-17
Edgar Form D Count
27
Edgar Form D Offerings
2025-12-172025-12-17 · 0001616017-25-000003
2024-12-042024-12-04 · 0001616017-24-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
25
Bc Firm IAR Count
25
Custodian Candidates
Full
Northern Trust18
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
200 CRESCENT COURTSUITE 1200DALLAS, TX 75201
Business
200 CRESCENT COURTSUITE 1200DALLAS, TX 75201
Edgar EIN
611735376
Edgar Recent Filings
D/A2025-12-17 · 0001616017-25-000003
D/A2024-12-04 · 0001616017-24-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-06-30T04:00:00Z
Rdap Domain Last Changed
2025-05-01T06:58:01Z
Rdap Nameservers
Ns71.worldnic.comNs72.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
863902
Trust Company Affiliate
No

People (25)

25
PAREKH, POORVI, RAJEN
IAR · Direct Owner · 17.5%
4901446
CLUCK, DONALD, ROBINSON
IAR · Direct Owner · 17.5%
863902
LAVEN, MICHAEL, SCOTT
IAR · Direct Owner · 17.5%
1497898
MONTGOMERY, JERRY DALE III
IAR · Direct Owner · 17.5%
1874730
WOOD, NOLAN, C
IAR · Direct Owner · 7.5%
3041549
LEVEY, JASON, ERIC
IAR · Direct Owner · 7.5%
4793252
CHOWDHURY, DEBASHIS
IAR · Direct Owner · 7.5%
3146678
BRANDON JOSEPH STILLMAN
IAR
5526347
Christian Emmanuel Cruz
IAR
7003549
Tiffany Han-Yen Tseng
IAR
6909762
Brandyn Michon Murray
IAR
7207721
Robert Jesus Ruiz
IAR
8188564
EMMETT LIVINGSTON SHIRAS
IAR
6417227
Nicholas Garrett Jackson
IAR
7861872
Anthony Amador
IAR
7437519
Christian Alejandro Escalante
IAR
7437825
Mason Cole Sorenson
IAR
7855586
Dominick Michael Spano
IAR
8187148
SEAN TOUHEY
IAR
4709448
STUART ASHLEY BLAIR
IAR
5517362
Daniel Thomas Janowiak
IAR
2817063
DONALD PATRICK LOPICCOLO
IAR
6029244
CHAD GREGORY BOLLENBACH
IAR
4486843
Kyle McIntyre
IAR
7437471
Brenden Oliver Meek
IAR
7294247