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Canterbury Capital Wealth Management, LLC

EST. AUM
$132,103,641

CONTACTS
1

CLIENT ACCOUNTS
832

Firm Details

Metro area Birmingham
CRD Number 337758
Website canterburycapitalwealth.com
Client types

Overview

Canterbury Capital Wealth Management, LLC (CCWM) is a registered investment adviser based in Tuscaloosa, Alabama, founded and owned by Robert Blake Butler. The firm filed for registration in July 2025 and, at the time of filing, had no reported assets under management. CCWM provides a wide range of advisory services, including financial planning, consulting, investment management, and retirement plan consulting. The firm constructs client portfolios across mutual funds, ETFs, individual securities, and alternative investments, tailored to client objectives, risk tolerance, and liquidity needs.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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