Philip Kirshman
Manchester Capital Management · Montecito, California
Philip Kirshman is a fee-only financial advisor at Manchester Capital Management in Montecito, California, who holds the CFP and CFA credentials. Philip focuses on family wealth transfer, estate & legacy planning and tax planning. Manchester Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Manchester Capital Management |
|---|---|
| Based in | Montecito, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.83B across 1,457 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA · CRD 2306545 |
| Exams passed | Series 63 (1993) · Series 65 (1993) |
| Firm size | 38 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.mcmllc.com |
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Questions about Philip
Is Philip Kirshman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Manchester Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Philip charge for financial advice?
Philip's firm, Manchester Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Philip Kirshman based?
Philip Kirshman is based in Montecito, California.
What does Philip specialize in?
Philip's specialties include family wealth transfer, estate & legacy planning, tax planning and founders (pre-exit). Philip works with multi-generational families and ultra high net worth.
What credentials does Philip Kirshman hold?
Philip Kirshman holds the CFP and CFA credentials.
Is Philip Kirshman registered with the SEC?
Yes. Philip Kirshman is registered as an investment adviser representative in CA (CRD 2306545), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Manchester Capital Management manage?
Manchester Capital Management reports $2.83B across 1,457 accounts in assets under management.
How do I contact Philip Kirshman?
Through Philip's website, www.mcmllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Manchester Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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