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MANCHESTER FINANCIAL INC
CRD 106071File 801-37370
APPROVED
Retail clients
Custody
Filing as of Aug 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.05B
Above cohort median (national)
Discretionary AUM
$1.05B
Clients
1,102
2,453 accounts
Employees
19
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 14, 1990
- Principal office
- 2815 TOWNSGATE ROAD, SUITE 100, WESTLAKE VILLAGE, CA, 91361
- Phone
- 805-495-4405
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.05B
- Discretionary AUM
- $1.05B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,453
- Non-discretionary accounts
- 0
- Total accounts
- 2,453
- AUM per client
- $949K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 29 | $4.3M |
| High net worth individuals | 322 | $843.5M |
| Pension and profit sharing plans | 55 | $17.0M |
| Individuals (other than high net worth individuals) | 696 | $181.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 20 | 19 | decreased by1 |
| Apr 1, 2026 | Clients | 1,007 | 1,102 | increased by95 |
| Apr 1, 2026 | AUM | $946,838,290 | $1,046,223,900 | increased by$99,385,610 |
| Apr 1, 2026 | Accounts | 1,007 | 2,453 | increased by1,446 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 20 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,027 | 1,007 | decreased by20 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $884,626,291 | $946,838,290 | increased by$62,211,999 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,300 | 1,007 | decreased by1,293 |
| Apr 1, 2022 | Employees | 17 | 18 | increased by1 |
| Apr 1, 2022 | Clients | 2,225 | 1,027 | decreased by1,198 |
| Apr 1, 2022 | AUM | $732,731,003 | $884,626,291 | increased by$151,895,288 |
| Apr 1, 2022 | Accounts | 2,263 | 2,300 | increased by37 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MANCHESTER FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MANCHESTER FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.