Canterbury Consulting Incorporated is an employee-owned investment consulting and outsourced chief investment officer firm founded in December 1988 and headquartered at 610 Newport Center Drive in Newport Beach, California, with additional offices in Seattle and Tempe. An SEC-registered investment adviser since 1989, it provides non-discretionary institutional advisory, discretionary and outsourced CIO management, and wealth management to colleges and universities, foundations, independent schools, healthcare organizations, religious and cultural institutions, and families and family offices. Jason Levey is Chief Executive Officer, Debashis Chowdhury is President and Michael Laven is Chairman.

Its March 2026 Form ADV reports regulatory assets under management of $45.9 billion as of 31 December 2025, comprising $4.1 billion discretionary and $41.7 billion non-discretionary, alongside a further $21.1 billion of assets under advisement. The firm’s website cites $73.8 billion in total assets as of 30 June 2026. Around 64 staff serve approximately 4,300 accounts. Fees run from 5 to 100 basis points depending on service line, with project fees generally starting at $25,000.