SourcingSourcing

CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC

C38
CRD 337758·SEC 801-134168·TUSCALOOSA, AL
AUM
$132.1M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$396K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC
CRD
337758
SEC file #
801-134168
EIN
—
DBA names
—

Economics

AUM
$132.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$100.5M → $132.1M▲ +31%
Client mix
Individuals Other251
Individuals High Net Worth54

Operations

Employees (total)
7
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
1 advisors → 2 advisors▲ +100%
Primary office
TUSCALOOSA AL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BUTLER, ROBERT, BLAKE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BUTLER, ROBERT, BLAKE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
CANTERBURYCAPITALWEALTH.COM
Rdap Domain Creation Date
2021-09-14T13:21:32Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
CSC Corporate Domains, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.457
Soi Zip Pct 200k Plus
0.2191
Soi Zip Returns 200k Plus
1,630
Soi Zip Total AGI
1,265,500
Fdic Zip Total Deposits
16,038,989,000
Fdic Zip Branch Count
250
Fdic Zip Top Banks
Bryant Bank
Regions Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
First Alabama BankTuscaloosa, AL
SouthTrust Bank of Tuscaloosa County, National AssociationTuscaloosa, AL
Fdic Zip HHI
3756.94
Fdic Zip Top Bank Share Pct
58.59
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-14T13:21:32Z
Rdap Domain Last Changed
2025-09-10T05:06:07Z
Rdap Nameservers
Ns-1448.awsdns-53.orgNs-1900.awsdns-45.co.ukNs-24.awsdns-03.comNs-981.awsdns-58.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI18,023
Returns1,570
Stub 2
AGI40,433
Returns1,080
Stub 3
AGI46,135
Returns740
Soi Zip Total Business Income
40,182
Soi Zip Total Cap Gains
102,060
Soi Zip Total Dividends
50,866
Soi Zip Total Returns
7,440
Top Owner CRD
5710890
Trust Company Affiliate
No

People (2)

2
BUTLER, ROBERT, BLAKE
IAR · Direct Owner · 87.5%
5710890
Bailey Alexander Vance
IAR
7911216