Thomas
Hardin

Canterbury Investment Management, LLC

CRD#838414
Investment Advisor
in Zionsville, IN

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About this Advisor

Thomas Hardin is a financial advisor based in Zionsville, Indiana, working with Canterbury Investment Management, LLC. Thomas has previously held a position at Canterbury Financial Group, LLC. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Thomas is part of Canterbury Investment Management, LLC, which operates out of Zionsville, Indiana. The firm has 3 employees and manages assets totaling $72.3 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and educational seminars. The fee structure at Canterbury Investment Management, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

23 E Cedar St
Zionsville, IN 46077

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Canterbury Investment Management, LLC Brokerage Details

Total Assets Under Management

$72,293,850

IN Average: $1,347,246,178
Total Number of Employees

3

IN Average: 46
Total Number of Accounts

109

IN Average: 1,775
Average Account Size

$663,246

IN Average: $759,012

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Thomas Hardin Work History

2003 - Present (21 years)

Canterbury Financial Group, LLC

Disclosures

Please visit the SEC profile of Thomas Hardin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Canterbury Investment Management, LLC

Brandon Bischof
Zionsville, IN
Thomas Hardin
Zionsville, IN
Kimberly Custer
Zionsville, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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