Bartholomew
Earley

Manchester Capital Management LLC

CRD#2510641
Investment Advisor
in Manchester, VT

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About this Advisor

Bartholomew Earley is a certified financial planner and chartered financial analyst based out of Manchester, Vermont with a total of 11 years of industry experience. Earley is currently employed by Manchester Capital Management LLC. They have spent their whole employment at Manchester Capital Management Llc. Earley has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to advise clients in California, Vermont and Virginia. Manchester Capital Management LLC is an advisory firm that has its headquarters in Manchester, VT. The investment advisory business has offices in three locations and a total of 33 advisors. It handles $3 billion in assets under management across its 1,621 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 12 charitable organizations. Of its 1,621 accounts, 62% belong to high-net-worth investors who have more than $1 million in investable assets. Manchester Capital Management LLC offers a wide set 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 are based on the financial services offered. Fee types billed by Manchester Capital Management LLC can be comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

11 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

3657 Main Street
Manchester, VT 05254

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Manchester Capital Management LLC Brokerage Details

Total Assets Under Management

$3,167,899,263

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

33

VT Average: 30
Total Number of Accounts

1,621

VT Average: 868
Average Account Size

$1,954,287

VT 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

Bartholomew Earley Work History

Bartholomew has been registered as a financial advisor for 11 years.*

2007 - Present (17 years)

Manchester Capital Management 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.

Disclosures

Please visit the SEC profile of Bartholomew Earley 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
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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