Cory
Boggs

Manchester Capital Management LLC

CRD#5312821
Investment Advisor
in Santa Barbara, CA

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About this Advisor

Cory Boggs is a chartered financial analyst who works out of Santa Barbara, California, with 6 years of relevant experience. Boggs is an advisor for Manchester Capital Management LLC. Over the course of their career, Boggs has held roles at City National Rochdale, City National Bank and Manchester Capital Management LLC. Boggs maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in California and Vermont. Manchester Capital Management LLC is an advisory business operating out of Manchester, VT. The firm has offices in three locations and a total of 33 advisors. It has $3 billion in assets under management across its 1,621 accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to 12 charitable organizations. Of its 1,621 customer accounts, 62% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company provides a number 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 for financial management typically depend on the type of services. Fee types charged by Manchester Capital Management LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

6 years

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
Santa Barbara, CA 93108

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Manchester Capital Management LLC Brokerage Details

Total Assets Under Management

$3,167,899,263

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

33

CA Average: 30
Total Number of Accounts

1,621

CA Average: 868
Average Account Size

$1,954,287

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

Cory Boggs Work History

Cory has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Manchester Capital Management LLC

2016 - 2017 (1 year)

City National Bank

2014 - 2016 (2 years)

City National Rochdale

*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.

Disclosures

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

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 profile-compliance@smartasset.com.

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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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