# Canterbury Investment Management, LLC
Source: https://planprovider.pro/provider/canterbury-investment-management-llc

> Founded in 2003, Canterbury Investment Management, LLC runs a volatility-managed investing approach built around its proprietary Portfolio Thermostat strateg…

Retirement Plan Advisor

Zionsville, IN

## About Canterbury Investment Management, LLC

<p>Founded in 2003, Canterbury Investment Management, LLC runs a volatility-managed investing approach built around its proprietary Portfolio Thermostat strategy. The firm is a Registered Investment Advisor (RIA) with about $0.1B in AUM as of 2026.</p>

<p>From its headquarters in Zionsville in the Indianapolis metro area, Canterbury works with clients nationwide and partners with CPAs, financial advisors, and planners. For retirement plans, the firm provides <a href="/plan-advisors">plan advisor</a> support in a 3(21) fiduciary role, offering investment advice while the plan sponsor retains final decision-making.</p>

<p>The team includes Thomas L. Hardin, CMT, CFP®, and Kimberly J. Custer, CMT, with more than 70 combined years of industry experience. Canterbury also runs the Canterbury Institute as an education resource for investors and plan stakeholders.</p>

<p>One point that sets Canterbury apart is its focus on managing market extremes through a single named process—Portfolio Thermostat—rather than relying on a standard static allocation model.</p>

<ul>
<li>Registered Investment Advisor (RIA)</li>
<li>Founded: 2003</li>
<li>Headquarters: Zionsville (Indianapolis area), Indiana; works with clients nationwide</li>
<li>Retirement plan service: 3(21) investment fiduciary support</li>
<li>Resources: Canterbury Institute; Canterbury Portfolio Thermostat Fund; articles on Nasdaq and ETF Trends</li>
</ul>

Website: [https://www.canterburygroup.com/](https://www.canterburygroup.com/)

Founded: 2003

## Office Locations

- Zionsville, IN (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $64.6M

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