Manchester Financial Inc
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 1,102
- Avg AUM / client
- $949K
- Accounts
- 2,453
- Employees
- 19
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 696 | $181M | 17.3% |
| High net worth individuals | 322 | $843M | 80.6% |
| Pension and profit sharing plans | 55 | $17.0M | 1.63% |
| Corporations and other businesses | 29 | $4.3M | 0.42% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert James Katch | President/Chief Compliance Officer | Jul 1990 (36y) | 75% or more | |
| Alan Scott Hopkins | Chief Economist | Jul 1995 (31y) | Less than 5% | |
| Laura Jo Navarro | Registered representative | CFP | Jun 2015 (11y) | |
| Mark Weiderman | Registered representative | Jun 2015 (11y) | ||
| Steven Scott | Registered representative | Jun 2015 (11y) | ||
| Scott Vincent Whitney | Registered representative | Mar 2017 (9y) | ||
| Seth Christian Catanese | Registered representative | CFP | Jun 2017 (9y) | |
| Steven Michael Rezzelle | Registered representative | Apr 2021 (5y) | ||
| Janika Domingo | Registered representative | Jun 2021 (5y) | ||
| Franklin Scheneck Whitehouse | Registered representative | Sep 2021 (5y) | ||
| Mario Valverde | Registered representative | Aug 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Commissions
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $890M (85% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗