Manent Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Manent Capital’s principal provides tailored investment management and a range of financial planning services, including project‑based planning, a one‑day “VIP Day” offering, and ongoing planning engagements. The firm also facilitates use of third‑party investment managers and model portfolios (including a technology‑based sub‑advisor) to implement client strategies and currently reports roughly $82 million in assets across about 25 client relationships.
The firm primarily constructs passively oriented portfolios using index mutual funds and ETFs, while employing fundamental and cyclical analysis to set asset allocation and make tactical adjustments when appropriate. It also advises on and may recommend less‑traditional or alternative investments and coordinates with outside managers when clients’ goals or complexity warrant delegated management.
Unlike most independent advisers, the firm’s client‑facing materials reference third‑party ratings and include client testimonials, practices that are uncommon among peers in this category. The principal holds both CFP and CFA designations and the firm offers flexible engagement formats (one‑time, project, and ongoing plans, with ongoing planning bundled for larger relationships), which may appeal to clients seeking both advisory continuity and discrete planning projects.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fees range from $2,500 to $15,000; VIP Day flat fee of $3,500 (may be higher based on complexity); ongoing financial planning services at $625 per month unless included in AUM services.
$0 - $2,000,000: 1.50% $2,000,001+: 1.00%
$450 per hour for project-based financial planning and VIP Day services; prorated hourly fees apply for early termination.
Main office
Orford NH
Advisors at this office
1
Most active in
Massachusetts · New Hampshire · Texas
Also doing business as
Manent Capital · Manent Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)