TrueAdvisor
TrueAdvisor
DC
DC

Debashis Chowdhury

Canterbury Consulting Incorporated
16 Years of Experience
Newport Beach, CA
1 Disclosure
View SEC Summary
View SEC Summary

Debashis Chowdhury is a registered investment advisor at Canterbury Consulting Incorporated, based in Newport Beach, CA, with 16 years of industry experience. Debashis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 172 clients with $46B in assets under management.

Canterbury Consulting Incorporated
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
172 clients
Average Client Portfolio
$266.7M average
Assets Under Management
$45.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard fee schedules consist of asset-based fees ranging from 0.20% to 0.05% for Institutional Advisory, 0.35% to 0.05% for Outsourced CIO, 0.50% to 0.10% for Wealth Management and Family Office Services, and 1.00% to 0.40% for the Canterbury Managed Program. Fees are subject to minimum fees and are negotiable based on scale and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

610 Newport Center Drive, Suite 500, Newport Beach, CA, 92660-6404

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2002
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Debashis is a trustee for the Wescombe Family personal assets, serves on the investment committee of Sigma, Alpha Epsilon Foundation, and on the board of the Mission Hospital Foundation. He also began working as an investment advisor to the Gray Family Office in September 2024, dedicating minimal time to this role.

Employment History
Current Registrations
Canterbury Consulting Incorporated
October 2009 - Present · 17 yrs
State Registrations3 states
AZCATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Newport Beach, CA →All financial advisors in California →