Manchester Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year. The firm advises 16 private funds.
Manchester Capital Management reports 234 clients. They include 153 high-net-worth individuals, 58 individual clients and 16 pooled investment vehicles. Of its assets, 97.9% ($2.77B across 1,429 accounts) are managed with discretion; $60.1M across 28 accounts are not. It advised 9 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 25% | <1% |
| High-net-worth individuals | 65% | 78% |
| Pooled investment vehicles | 7% | 19% |
| Charitable organizations | 3% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 58 | $25.3M | 0.9% | $436K |
| High-net-worth individuals | 153 | $2.2B | 77.6% | $14.4M |
| Pooled investment vehicles | 16 | $525M | 18.5% | $32.8M |
| Charitable organizations | 7 | $84.2M | 3.0% | $12M |
| Total | 234 | $2.83B | 100% | $12.1M |
- Clients
- 58
- Regulatory AUM
- $25.3M
- AUM share
- 0.9%
- Avg. per client
- $436K
- Clients
- 153
- Regulatory AUM
- $2.2B
- AUM share
- 77.6%
- Avg. per client
- $14.4M
- Clients
- 16
- Regulatory AUM
- $525M
- AUM share
- 18.5%
- Avg. per client
- $32.8M
- Clients
- 7
- Regulatory AUM
- $84.2M
- AUM share
- 3.0%
- Avg. per client
- $12M
Total
- Clients
- 234
- Regulatory AUM
- $2.83B
- AUM share
- 100%
- Avg. per client
- $12.1M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 9
- Private funds advised
- 16
- Financial planning clients last fiscal year
- 101–250
Manchester Capital Management charges 0.40%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $200,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$10M | 1.00% |
| $10M–$25M | 0.80% |
| $25M–$50M | 0.60% |
| $50M and above | 0.40% |
Fee details and sources
Other fees
- Family Office CFO Services
- Family Office CFO Services are a flat annual fee agreed per engagement, subject to a $180,000 minimum and billed quarterly in arrears.
- Private Real Estate Services
- Annual fee typically 0.9% of the estimated fair market value of managed real estate, billed quarterly in advance, plus negotiated development and transaction fees.
Edward Cronin owns 50% to 75% of Manchester Capital Management. Jeffrey Hall is CEO; the leadership team includes Chief Financial Officer Scott Swenor and Chief Compliance Officer Robyn Harrington. It has 38 employees, 14 of them in advisory roles.
Leadership
- Jeffrey HallChief Executive Officer, Member
- Scott SwenorChief Financial Officer, Member
- Robyn HarringtonChief Compliance Officer
- Bartholomew EarleyDirector of Research, Member
- Jeremy HeidrickManaging Director, Member
- Bayard KraftManaging Director, Member
- Morgan RobertsWealth Manager, Member
- Griffin SivretWealth Manager, Member
- Susan SofronasManaging Director, Member
- John SwiftBoard of Managers
- Brian VogelWealth Manager, Member
- Edward CroninChairman Board of Managers, Member
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
- Maria Isabel Bolanos Wong
- Edward Wright Cronin JR
- Bartholomew John Earley
- Frederick W L Hinkley
- Philip Todd Kirshman
- Miroslava Martinez
- Alexander James Puziol
- Morgan Wayne Roberts
- Cynthia Rozelle
- Griffin Sivret
- Susan Warren Sofronas
- Brian Jarlath Vogel
Staff
- 38 employees
- 14 in advisory functions
- 14 state-registered reps
- Owns 50% to 75% of Manchester Capital Management LLC
Edward Cronin
Control person · since March 1993
- Owns 10% to 25% of Manchester Capital Management LLC
Edward W. Cronin JR. 2005 Irrevocable Trust Fbo A. Read Cronin
since December 2006
- Owns 10% to 25% of Manchester Capital Management LLC
Edward W. Cronin JR. 2005
since December 2006
- Owns 10% to 25% of Manchester Capital Management LLC
Edward W. Cronin JR. 2005 Irrevocable Trust Fbo C. Wright Cronin
since December 2006
- Owns 10% to 25% of Manchester Capital Management LLC
JFS Twenty Percent LLC
since January 2011
- Owns 75% or more of JFS Twenty Percent LLC
John Swift
Control person · since January 2011
- Owns 5% to 10% of Manchester Capital Management LLC
Sean Frederick Swift Trust
since December 2022
Manchester Capital Management’s regulatory assets fell from $3.62B (March 2021) to $2.83B (July 2026); clients fell from 255 to 234 and employees rose from 36 to 38.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $2.83B | 234 | 38 | 4 |
| May 2025 | $3.54B | 253 | 36 | 4 |
| July 2024 | $3.69B | 280 | 37 | 4 |
| March 2023 | $3.17B | 272 | 33 | 4 |
| March 2022 | $3.71B | 271 | 33 | 4 |
| March 2021 | $3.62B | 255 | 36 | 4 |
Besides its headquarters, Manchester Capital Management has 3 offices, with 4 listed addresses across 4 states.
California · 1 listed address
- 1157 Coast Village Road, Montecito
New York · 1 listed address
- 780 Third Avenue, New York
Vermont · 1 listed address
- 3657 Main Street, ManchesterHQ
Virginia · 1 listed address
- 323 2nd Street Se, Charlottesville
Contact and registration details
- Legal name
- Manchester Capital Management LLC
- Headquarters
- 3657 Main Street, Manchester, VT 05254
- Website
- mcmllc.com
- Phone
- 802-362-4410
- @manchester-capital-management
- SEC file
- 801-43586
- Structure
- Delaware LLC
- Fiscal year end
- December
Manchester Capital Management uses Charles Schwab ($2.34B) as custodian for its separately managed accounts. Manchester Capital Management has custody of $2.17B in client assets for 203 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $2.34B100%
At year end, Manchester Capital Management’s separately managed accounts were mostly in funds (66%) and stocks (28%). Its reported 13F holdings for the quarter ended 30 June 2026 total $768M across 1,313 positions; the largest are State Str SPDR S&P 500 ETF T (15.9%), Apple Inc. (9.4%) and United Parcel Svcs Inc. (3.6%).
What the accounts hold
- Stocks28%
- Funds66%
- Registered funds56%
- Pooled vehicles10%
- Bonds5%
- U.S. government and agency bonds3%
- State and local bonds2%
- Cash1%
Reported 13F holdings
- $768M
- Reported 13F value
- 1,313
- Positions
- 47.3%
- In the 10 largest
- +10.7%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit15.9%
- Apple Inc.9.4%
- United Parcel Svcs Inc. · CL B3.6%
- Vanguard Index Fds · S&P 500 ETF Shs3.4%
- Amazon Com Inc.3.4%
- Alphabet Inc. · Cap Stk CL C2.6%
- Nvidia Corporation2.6%
- iShares TR · Esg MSCI Kld ETF2.4%
- Alphabet Inc. · Cap Stk CL A2.3%
- Microsoft Corp.1.9%
Together, the ten largest are 47.3% of reported value.
How many clients does Manchester Capital Management have?
Manchester Capital Management has 234 clients and manages $2.83 billion for them, as of July 2026. They include 153 high-net-worth individuals, 58 individual clients and 16 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 July 2026
What services does Manchester Capital Management offer?
Manchester Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Manchester Capital Management charge?
Manchester Capital Management charges 0.40%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $200,000 annual minimum.
Source: ADV PART 2A, filed 30 March 2026
Which custodians does Manchester Capital Management use?
Manchester Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.34B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 July 2026
How many financial advisors does Manchester Capital Management have?
Manchester Capital Management has 14 investment adviser representatives registered with state securities authorities, out of 38 employees, and 14 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Manchester Capital Management invest in?
At the end of its last fiscal year, Manchester Capital Management’s separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 10% pooled vehicles (private funds and similar), 3% U.S. government and agency bonds, 2% state and local bonds and 1% cash and equivalents. It advises 16 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Manchester Capital Management?
Manchester Capital Management is owned through a holding company by John Swift. Its direct owners are Edward Cronin (50% to 75%), Edward W. Cronin JR. 2005 Irrevocable Trust Fbo A. Read Cronin (10% to 25%), Edward W. Cronin JR. 2005 (10% to 25%), Edward W. Cronin JR. 2005 Irrevocable Trust Fbo C. Wright Cronin (10% to 25%), JFS Twenty Percent LLC (10% to 25%) and Sean Frederick Swift Trust (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 July 2026
How does Manchester Capital Management get paid?
Manchester Capital Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Manchester Capital Management registered with the SEC?
Yes, Manchester Capital Management has been registered with the SEC as an investment adviser since 7 April 1993. Its CRD number is 110003 and its SEC file number is 801-43586.
Source: Form ADV Part 1A, Item 1, filed 6 July 2026; IAPD firm record
How do I contact Manchester Capital Management?
Manchester Capital Management’s main office is at 3657 Main Street, Manchester, VT 05254. Its phone number is 802-362-4410. Its website is mcmllc.com.