Manley Capital Management, LLC

RIASEC Registered
Total AUM
$38.5M
Discretionary
$38.5M
100% of AUM
Avg account
$612K
Accounts
63
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
167865
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, State & Local Bonds 1%99%
  • Exchange Traded Equities99%
  • State & Local Bonds1%

Contacts

1 of 1
  • J. Manley

    J. Manley

    Managing Member, Investment AdvisorCRD 4395031

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth