Fee-only adviser · Brentwood, TN
Canterbury Tollgate
Canterbury Tollgate is a fee-only investment adviser registered with the securities regulator of Tennessee, with its main office in Brentwood, Tennessee. On its latest Form ADV, filed March 31, 2026, it reports $57M in regulatory assets under management, 9 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Tennessee |
|---|---|
| Firm CRD number | 297830 |
| Office | 1616 Westgate Circle Ste 202 Brentwood, TN 37027 |
| Phone | (615) 788-2823 |
| Website | www.canterburytg.com |
| Regulatory assets under management | $57M |
| Individual clients | 0 non-high-net-worth, 9 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Brentwood
- TBH Global Asset Management, LLC $1.5B
- Tranquility Partners, LLC $960M
- Main Street Investors, LLC $31M
- Keystone Financial Resources, LLC $179M
- Highmark, LLC $120M
- J. Mark Nickell & Co. $146M
See all 15 fee-only advisers in Brentwood →
Nearby
- Franklin 21 firms
- Nashville 39 firms
- College Grove 1 firm
- Murfreesboro 3 firms
- Mt. Juliet 1 firm
- Goodlettsville 1 firm
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