Manchester Capital Management LLC

Investment Advisor
in Santa Barbara, CA

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About this Advisor

Antony Orme is a financial advisor operating out of Santa Barbara, California who has 1 year of relevant experience. Orme is an employee of Manchester Capital Management LLC. Throughout their career, they have worked at Wells Fargo Advisors LLC, Sanford C. Bernstein & Co., LLC, Brouwer & Janachowski Wealth Startegies and Manchester Capital Management LLC. Orme has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Manchester Capital Management LLC is a business that has its headquarters in Manchester, VT. It has offices in three locations and a total of 33 advisors. It controls $3 billion in total assets across its 1,621 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 12 charitable organizations. Of its 1,621 accounts, 62% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually vary depending on which service is provided. Fees billed by Manchester Capital Management LLC most likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1157 Coast Village Road Suite A
Santa Barbara, CA 93108

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Manchester Capital Management LLC Brokerage Details

Total Assets Under Management


CA Average: $4,257,716,217
Total Number of Employees


CA Average: 30
Total Number of Accounts


CA Average: 868
Average Account Size


CA Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Antony Orme Work History

Antony has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Manchester Capital Management LLC

2019 - 2020 (1 year)

Brouwer & Janachowski Wealth Startegies

2015 - 2019 (4 years)

Sanford C. Bernstein & Co., LLC

2011 - 2015 (4 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Antony Orme to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Manchester Capital Management LLC

Cory Boggs
Santa Barbara, CA
Maria Bolanos Wong
Charlottesville, VA
Frederick Hinkley
New York, NY
Brett Croft
Charlottesville, VA
Antony Orme
Santa Barbara, CA
Brian Vogel
Manchester, VT
Griffin Sivret
Manchester, VT
Philip Kirshman
Santa Barbara, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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