Advisor at Manchester Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Manchester Capital Management LLC
Location
Manchester, VT 05254
Credentials
Series 65
Industry experience
1 year
Cynthia Rozelle is a financial advisor at Manchester Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has been with Manchester Capital Management since 2014. Outside of her advisory role, she is the owner of Transport Jakyla LLC, a trucking business. Manchester Capital Management provides advisory services to individuals, families, pension plans, trusts, charitable organizations, and related entities. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages a series of private limited partnerships, emphasizing strategic asset allocation and ongoing portfolio monitoring.
Based on Manchester Capital Management LLC
Based on Manchester Capital Management LLC
Family Office CFO Services charged as flat annual fee with minimum $180,000; Consulting Services fees typically range from $10,000 to $500,000
$0 - $10 million: 1.00% $10 million - $25 million: 0.80% $25 million - $50 million: 0.60% $50 million+: 0.40%
Account minimum: $200,000 Minimum fee: Minimum annual fee of $200,000 for Investment Advisory Services
3657 Main Street
Manchester, VT 05254
Vermont
Manchester Capital Management LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 63, Series 65
Dorset, VT
Evergreen RIA, LLC
Series 63, Series 66
Manchester Center, VT
HWC Financial
Series 66
Manchester Center, VT
HWC Financial
CFP®, Series 63, Series 65
Manchester Center, VT
Equinox Financial Advisors, Inc.
CFP®, Series 66
Dorset, VT
Envest Asset Management, LLC
Series 65
Manchester, VT
Hutner Capital Management Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")