Manley Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 167865
- Website
- www.manleycapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., APEX CLEARING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.43%
- Individuals37.57%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Manley Capital Management, LLC is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients, as well as small businesses. The firm provides financial planning and discretionary portfolio management, charging either a percentage of assets under management or fixed fees. Investment activity is centered on liquid, exchange-traded instruments rather than illiquid or bespoke alternative structures; the firm does not identify as an active ESG investor. Portfolios are managed on a discretionary basis, with an equity-first orientation. That emphasis suggests the firm builds client allocations around exchange-traded equities and ETFs for core exposure, and uses individually managed positions for client-specific needs. The service model appears tailored to a high-net-worth individual client base given the average account size.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- State & Local Bonds1%
Contacts
1 of 1
J. Manley
Managing Member, Investment AdvisorCRD 4395031
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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