{"url":"https://nivawealth.com/firms/manchester-financial-106071","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106071","regulatoryAum":1046223900,"crd":"106071","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6788769","suffix":null,"lastName":"Catanese","firstName":"Seth","middleName":"Christian"},{"crd":"7344639","suffix":null,"lastName":"DOMINGO","firstName":"JANIKA","middleName":null},{"crd":"2170692","suffix":null,"lastName":"HOPKINS","firstName":"ALAN","middleName":"SCOTT"},{"crd":"2121257","suffix":null,"lastName":"KATCH","firstName":"ROBERT","middleName":"JAMES"},{"crd":"4267888","suffix":null,"lastName":"Navarro","firstName":"LAURA","middleName":"JO"},{"crd":"5916575","suffix":null,"lastName":"REZZELLE","firstName":"STEVEN","middleName":"MICHAEL"},{"crd":"5932414","suffix":null,"lastName":"SCOTT","firstName":"STEVEN","middleName":null},{"crd":"6552222","suffix":null,"lastName":"VALVERDE","firstName":"MARIO","middleName":null},{"crd":"2074035","suffix":null,"lastName":"WEIDERMAN","firstName":"MARK","middleName":null},{"crd":"1585964","suffix":null,"lastName":"WHITEHOUSE","firstName":"FRANKLIN","middleName":"SCHENECK"},{"crd":"2502977","suffix":null,"lastName":"WHITNEY","firstName":"SCOTT","middleName":"VINCENT"}],"total":11,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-22","regulatoryAum":732731003,"clients":2225,"employees":17,"offices":2},{"filedOn":"2022-06-24","regulatoryAum":884626291,"clients":1027,"employees":18,"offices":3},{"filedOn":"2023-03-06","regulatoryAum":798052132,"clients":1014,"employees":18,"offices":3},{"filedOn":"2024-03-25","regulatoryAum":854587885,"clients":1002,"employees":19,"offices":3},{"filedOn":"2025-03-21","regulatoryAum":946838290,"clients":1007,"employees":20,"offices":3},{"filedOn":"2026-08-21","regulatoryAum":1046223900,"clients":1102,"employees":19,"offices":3}],"secFileNumber":"801-37370","legalName":"Manchester Financial Inc","displayName":"Manchester Financial","slug":"manchester-financial-106071","website":"https://manchesterfinancial.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/106071/6e64b14502de3e92-r1.webp","tone":"light","width":294,"height":200,"sourceUrl":"https://www.manchesterfinancial.com/","sourceLabel":"Manchester Financial INC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/manchester-financial","founded":"1990","organization":"California corporation","fiscalYearEnd":"December","headquarters":{"street":"2815 Townsgate Road, Suite 100","city":"Westlake Village","state":"CA","stateName":"California","country":"United States","postalCode":"91361"},"tradeNames":[],"registration":{"secApproved":"14 September 1990","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1006715.5658153242,"staff":{"employees":19,"advisory":14,"brokerDealerReps":0,"insuranceAgents":4,"promoters":2},"aum":{"regulatory":1046223900,"discretionary":1046223900,"discretionaryAccounts":2453,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":696,"regulatoryAum":181382743},{"label":"High-net-worth individuals","clients":322,"regulatoryAum":843453703},{"label":"Pension and profit-sharing plans","clients":55,"regulatoryAum":17040557},{"label":"Corporations and other businesses","clients":29,"regulatoryAum":4346897}],"feePrograms":[{"role":"main","program":"Financial Planning and Portfolio Management Services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028631","versionId":1028631,"ratePeriod":"annual","fee_billing":"both","submittedOn":"2026-03-27","documentName":"FORM ADV PART 2A","fee_rate_low":null,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"1031 Exchange Consulting Services","summary":"Consulting on DST investments in a 1031 exchange is a flat fee set by written agreement, based on scope, size and complexity; 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The fee is billed in advance or in arrears and is negotiable.","source":"FORM ADV PART 2A, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Manchester Financial use?","answer":"Manchester Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $890M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Manchester Financial have?","answer":"Manchester Financial has 11 investment adviser representatives registered with state securities authorities, out of 19 employees, and 14 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are 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 Financial invest in?","answer":"At the end of its last fiscal year, Manchester Financial’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 6% pooled vehicles (private funds and similar), 1% investment grade corporate bonds and 1% cash and equivalents.","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 Financial?","answer":"Manchester Financial’s direct owner is Robert Katch (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 21 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Manchester Financial get paid?","answer":"Manchester Financial is paid through a percentage of assets under management, hourly charges, commissions and performance-based fees.","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 Financial registered with the SEC?","answer":"Yes, Manchester Financial has been registered with the SEC as an investment adviser since 14 September 1990. 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