Canterbury Consulting

Overview

Canterbury Consulting, legally named CANTERBURY CONSULTING INCORPORATED, is headquartered in Newport Beach, California.¹ Its May 4, 2026 Form ADV reported two additional offices and 64 employees.¹ The firm advises individuals, small businesses, pooled investment vehicles, institutional clients, pension plans, and charities.¹

History

Canterbury states that advisers focused on objective portfolio construction founded the firm in 1988.³ The firm says it has grown organically without a merger or acquisition.³ Canterbury also states that it is 100% employee-owned.³

Timeline

1. 1988Canterbury states that advisers focused on objective portfolio construction founded the firm in 1988.
2. 2026Its May 4, 2026 Form ADV reported two additional offices and 64 employees.

Leadership

Jason Levey, CAIA, is identified as chief executive officer, shareholder, and board member.⁴ Debashis Chowdhury, CFA, is identified as president, investment consultant, shareholder, and board member.⁴ Michael Laven, CFA, is identified as chairman, shareholder, and investment consultant.⁴ D. Robinson Cluck is identified as a co-founder, founding director, shareholder, and board member.⁴ JD Montgomery, CAIA, leads Canterbury’s Family Office division and advises multi-generational families.⁴ Poorvi Parekh, CFA, is identified as managing director and chief compliance officer.⁴

Services

The firm reports portfolio management for individuals and small businesses.¹ It also reports portfolio management for pooled investment vehicles and institutional clients.¹ Other reported services include pension consulting and selecting other investment advisers.¹ Canterbury reports charging percentage-based assets under management fees, fixed fees, and performance-based fees.¹

Canterbury states that it does not receive fees from investment managers.³ The firm also states that it has no proprietary trading platform and no ties to other financial institutions.³ It says that it does not use model portfolios.³

What the firm offers

• Investment management

Client focus

Reported client categories include high-net-worth individuals, pooled investment vehicles, pension plans, and charities.¹ The May 4, 2026 filing reported 100 high-net-worth individual clients, 14 pooled investment vehicle clients, one pension-plan client, and 57 charity clients.¹ JD Montgomery is described by the firm as advising multi-generational families through its Family Office division.⁴

Investment philosophy and approach

Canterbury describes its investment philosophy as customized planning based on each client’s circumstances and objectives.⁵ The firm says portfolio construction is not “one size fits all.”⁵ Canterbury also states that it monitors multiple forms of portfolio risk.⁵

Assets and minimums

Canterbury reported regulatory assets under management of $45,876,499,615 as of May 4, 2026.¹ The filing reported $39,737,644,036 for high-net-worth individuals, $1,766,788,812 for pooled investment vehicles, $202,169,863 for pension plans, and $4,169,896,904 for charities.¹ The filing did not provide a client minimum in the facts reviewed.

By the numbers

FAQs

Related resources

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  FamilyOfficeDatabases.com can help a business owner or family identify other family offices and investors for background research or referral conversations. Comparing those records with Canterbury Consulting's investment management focus may help define the type of adviser, relationship, or investment role under consideration.

• GuideQuestions to ask a multifamily office

  These questions give a prospective client a checklist for discussing investment management, fees, reporting, decision authority, and fit. Bringing them to a conversation with Canterbury Consulting can help a family or business owner collect comparable information before deciding how to proceed.

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Sources

1. SEC Form ADV , accessed 2026-10-23.
2. SEC IAPD firm summary , accessed 2026-10-23.
3. Canterbury Consulting Our Story , accessed 2026-10-23.
4. Canterbury Consulting Our Team , accessed 2026-10-23.
5. Canterbury Consulting Investment Approach and Philosophy , accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.