$38.5M Total AUM
$38.5M Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Apex ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- EagleValue +more
- Established Date
- 06-14-2013
- Office Locations
- 1
Office Locations
-- FAR Hills NJ
About Manley Capital Management, LLC
Manley Capital Management is a fiduciary RIA (founded 2013) helping individuals preparing for retirement with financial planning, tax strategy, and investment management. Portfolios target long-term, cost-efficient, risk-managed growth with a focus on preserving capital, primarily using ETFs. Led by CFA J. Lawrence Manley Jr., with 25+ years of institutional portfolio experience and published research.
Team overview
54 AVG AGE
$38.5M AVG AUM / ADVISOR
$575.2K AVG AUM / CLIENT
13 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Unlock to compare peer behavior around radial delta.
Full visibility includes strategy notes for fusion zenith.
Unlock to see real insight on radial insight prime.
Request access to benchmark trends tied to element.
See the complete signal summary connected to eagle.
Unlock to compare peer behavior around radial timber.
Full visibility includes strategy notes for focus beacon.
Unlock to compare peer behavior around meridian harbor.
Asset Classes
Element Insight
Client Personas
Delta
CRM
Harbor zenith
Custodian
Element Crest frontier Horizon alpha
Investment Themes
Peak Fusion Insight beacon Element Beacon
Investment Vehicles
Delta
Services
Legacy Focus Vector vital Zenith Value quantum North insight
Technology
Atlas Prime Focus beacon Glacier vector
Owner & Executives
J. LAWRENCE MANLEY JR.
Investment Advisor, Managing Member
- CRD
- #4395031
- Ownership
- 75% or more
(815) 220-4252
vital.pathway@catalystcapital.com
in linkedin.com/in/delta-momentum
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,539,187 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,539,187 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $38,539,187
Equity - Exchange:
50.1% Municipal Bonds:
49.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,365,074,772 | 50.1% |
| Municipal Bonds | $2,355,633,356 | 49.9% |
| Total | $4,720,708,128 | 100.0% |