Wealth manager, independent · Manchester, VT
Manchester Capital Management LLC
SEC-registered investment adviser · CRD 110003 · SEC 801-43586
At a glance
Manchester Capital Management LLC is an SEC-registered investment adviser based in Manchester, Vermont, with $2.8B in regulatory assets under management as of its Form ADV filed July 6, 2026. It reports 211 individual clients, 153 of them high-net-worth, holding an average of about $11 million each, and 38 employees. That ranks it 393rd among the nation’s 5,657 independent wealth management RIAs and 1st of 21 in Vermont. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 802-362-4410mcmllc.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.8B
- Rank among independent wealth managers
- #393 of 5,657
- Rank among all SEC RIAs
- #2,930 of 17,210
- Rank in Vermont
- #1 of 21
- Individual clients
- 211
- High-net-worth clients
- 153
- Accounts
- 1,457
- Discretionary
- 98% of AUM
- Employees
- 38
- Advisory staff
- 14
- Offices
- 4
Owners and executives on its Form ADV
- Edward W. CroninChairman Board of Managers, Member
- III B. R. KraftManaging Director, Member
- Scott N. SwenorChief Financial Officer, Member
- Morgan W. RobertsWealth Manager, Member
- John F. SwiftBoard of Managers
- Bartholomew J. EarleyDirector of Research, Member
- Brian J. VogelWealth Manager, Member
- Jeremy B. HeidrickManaging Director, Member
- Jeffrey S. HallChief Executive Officer, Member
- Griffin SivretWealth Manager, Member
- Robyn V. HarringtonChief Compliance Officer
- Susan W. SofronasManaging Director, Member
Custody and brokerage
Broker-dealer
No broker-dealer ties
Manchester Capital Management LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 153 | $2.2B | 78% |
| Pooled investment vehicles | 16 | $525M | 19% |
| Charitable organizations | 7 | $84M | 3% |
| Individuals | 58 | $25M | <1% |
Private funds
Manchester Capital Management LLC reports 16 private funds with $515M in gross assets: hedge funds, private equity funds, venture capital funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Manchester Capital Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗mcmllc.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,419 peers of its type and size
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- Owners and executives, with titles and stakes
- 12 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Vermont
All of Vermont →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Maple Capital Management, Inc.Montpelier | $2.6B | 1,563 |
| Pathway Financial Advisors, LLCSouth Burlington | $1.6B | 253 |
| One DAY in July LLCBurlington | $1.4B | 1,351 |
| Hanson & Doremus Investment ManagementBurlington | $1.1B | 584 |
Background
Questions
How much does Manchester Capital Management LLC manage?
Manchester Capital Management LLC reports $2.8B in regulatory assets under management across 1,457 accounts, 98% of it on a discretionary basis, on its Form ADV filed July 6, 2026.
How many clients does Manchester Capital Management LLC have?
It reports 211 individual clients: 153 high-net-worth individuals and 58 other individuals. Individuals account for about 78% of its regulatory assets.
Where is Manchester Capital Management LLC headquartered?
Its main office is in Manchester, Vermont. It reports 4 offices in total and 38 employees, 14 of whom perform investment advisory functions.
How does Manchester Capital Management LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Manchester Capital Management LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed July 6, 2026, it reports these amounts held: Charles Schwab ($2.3B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Manchester Capital Management LLC a hybrid RIA with a broker-dealer?
Manchester Capital Management LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Manchester Capital Management LLC a fiduciary?
As an SEC-registered investment adviser, Manchester Capital Management LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Manchester Capital Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-06), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →