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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-14-1990
- Office Locations
- 3
Office Locations
About Manchester Financial INC
Manchester Financial INC is a Westlake Village-based RIA with 3 offices. The firm has been operating for 36 years. Managing $1.0B in total assets under management, with 14 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between September 15, 2025 and August 21, 2026, reported AUM increased 10.5%, from $946.8M to $1.0B.
Across 5 reported observations, AUM increased 18.3% between June 24, 2022 and August 21, 2026, from $884.6M to $1.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 14 advisory representatives and 1,102 clients, or 78.7 clients per representative. That equates to $949.4K in reported AUM per client.
The profile lists 3 reported office locations and 36 years in operation. The source data was last updated on August 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Manchester Financial INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT JAMES KATCH
Associate, Chief Compliance Officer, President
- CRD
- #2121257
- Ownership
- 75% or more
ALAN SCOTT HOPKINS
President
- CRD
- #2170692
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Seth Christian Catanese
Financial Advisor, General Partner
- CRD
- #6788769
JANIKA DOMINGO
Associate Advisor
- CRD
- #7344639
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,046,223,900 | $426,508 |
| Non-Discretionary | $0 | -- |
| Total | $1,046,223,900 | $426,508 |
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Separately Managed Accounts
SMA allocation detail is available
Manchester Financial INC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Manchester Financial INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.