Canter Strategic Wealth Management, Llc
- Regulatory AUM
- $386M
- Discretionary
- $386M
- Clients
- 280
- Avg AUM / client
- $1.4M
- Accounts
- 280
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 149 | $82.8M | 21.4% |
| High net worth individuals | 129 | $303M | 78.4% |
| Charitable organizations | 2 | $661K | 0.17% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Edward Canter | Member Andrew E. Canter, Through A Trust, Owns Canter Holdings, Llc | Jan 2016 (11y) | ≈ 31.64% – 100% via Canter Holdings, Llc | |
| Babak Gahvari | Managing Partner / Owner | CFP | May 2017 (9y) | 5% – 10% |
| Joseph Paul Kalmanovitz | Chief Compliance Officer & Head Of Financial Planning | CFP | Nov 2018 (8y) | Less than 5% |
| Costigan, Megan, J. | Director Of Marketing | Jan 2019 (8y) | Less than 5% | |
| James Anthony Mellon | Registered representative | CFP | Jul 2019 (7y) | |
| Michael Anthony Canzone | Registered representative | CFP | Jan 2022 (5y) | |
| Luke Dominic Podbury | Registered representative | Jan 2023 (4y) | ||
| Aiden Cox | Registered representative | CFP | Apr 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Canter Wealth Holdco, Llc | Owner | Jan 2016 | A | 75% or more |
| Canter Group, Llc | Member The Canter Group, Llc Owns Canter Wealth Holdco That Subsequently Owns Canter Wealth | Jan 2016 | B | ≈ 56.25% – 100% via Canter Wealth Holdco, Llc |
| Canter Holdings, Llc | Owner Canter Holdings, Llc Owns The Canter Group, Llc | Jan 2016 | B | ≈ 42.19% – 100% via Canter Group, Llc |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Andrew Edward Canter: 75% – 100% of Canter Holdings, Llc × 75% – 100% of Canter Group, Llc × 75% – 100% of Canter Wealth Holdco, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Canter Group, Llc: 75% – 100% of Canter Wealth Holdco, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Canter Holdings, Llc: 75% – 100% of Canter Group, Llc × 75% – 100% of Canter Wealth Holdco, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • EDUCATIONAL SEMINARS / WORKSHOPS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $383M (99% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗