V.M. MANNING & CO., INC.

Overview

V.M. Manning & Co, Inc. is a small, individual-owned registered investment adviser that manages portfolios for individuals, families and small businesses on a percentage-of-AUM fee model. The firm emphasizes equity exposure, primarily through separately managed accounts that favor exchange-traded equities. Advisory activity is focused on discretionary portfolio management; the firm does not identify as an active ESG investor and does not currently operate as a multi-state adviser. Investment activity shows a clear tilt toward publicly traded equities with concentrated positions in high-conviction names—its largest reported equity holding is Nvidia Corp. At the same time, the firm uses private placements to provide non-public alternative exposure for clients seeking access beyond liquid markets. Custody is primarily handled through Charles Schwab & Co., Inc., reflecting a centralized custody approach for the bulk of client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices