{"url":"https://nivawealth.com/firms/manchester-capital-management-110003","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/110003","regulatoryAum":2832800084,"crd":"110003","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7537920","suffix":null,"lastName":"Bolanos Wong","firstName":"Maria","middleName":"Isabel"},{"crd":"2369061","suffix":"JR","lastName":"CRONIN","firstName":"EDWARD","middleName":"WRIGHT"},{"crd":"2510641","suffix":null,"lastName":"EARLEY","firstName":"BARTHOLOMEW","middleName":"JOHN"},{"crd":"4686595","suffix":null,"lastName":"HINKLEY","firstName":"FREDERICK","middleName":"W 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clients.","leadership":[{"name":"Jeffrey Hall","title":"Chief Executive Officer, Member","crd":"5774743"},{"name":"Scott Swenor","title":"Chief Financial Officer, Member","crd":"5415380"},{"name":"Robyn Harrington","title":"Chief Compliance Officer","crd":"4360333"},{"name":"Bartholomew Earley","title":"Director of Research, Member","crd":"2510641"},{"name":"Jeremy Heidrick","title":"Managing Director, Member","crd":"6043391"},{"name":"Bayard Kraft","title":"Managing Director, Member","crd":"4357374"},{"name":"Morgan Roberts","title":"Wealth Manager, Member","crd":"4605031"},{"name":"Griffin Sivret","title":"Wealth Manager, Member","crd":"5712337"},{"name":"Susan Sofronas","title":"Managing Director, Member","crd":"1455955"},{"name":"John Swift","title":"Board of Managers","crd":"5905959"},{"name":"Brian Vogel","title":"Wealth Manager, Member","crd":"5730219"},{"name":"Edward Cronin","title":"Chairman Board of Managers, Member","crd":"2369061"}],"ownership":[{"label":"Edward 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Manchester Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Manchester Capital Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Manchester Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Manchester Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Manchester Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Manchester Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Manchester Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Manchester Capital Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Manchester Capital Management?","answer":"Manchester Capital Management’s main office is at 3657 Main Street, Manchester, VT 05254. Its phone number is 802-362-4410. 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