# Manuka Financial

> Manuka Financial is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 313528
- Filed as: MANUKA FINANCIAL
- Legal name: Manuka Financial, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313528
- AdvisorCensus page: https://advisorcensus.com/firm/manuka-financial-313528

## Quick answers

**How is Manuka Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Manuka Financial reports these compensation arrangements: fixed fees (other than subscription fees).

**How much does Manuka Financial charge?**
Its Form ADV Part 2A brochure dated February 23, 2026 states: Subscription: $1,250 to $15,000 a quarter (Ongoing Comprehensive Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Manuka Financial registered with the SEC or a state?**
Manuka Financial is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 313528.

**How much does Manuka Financial manage?**
Manuka Financial reports $218,099,195 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).

**How have Manuka Financial's assets and staff changed since 2024?**
In the Form ADV data for Manuka Financial: Regulatory assets under management: $109,225,506 in the October 2024 data and $218,099,195 in the October 2026 data, up 100%. Total employees: 1 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Manuka Financial serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (50); individuals (other than high net worth individuals) (6).

**Which custodians does Manuka Financial use?**
Manuka Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Manuka Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313528

**Does Manuka Financial state an account minimum?**
Its Form ADV Part 2A brochure dated February 23, 2026 says: "We do not have a minimum account size requirement."

**What changed in Manuka Financial's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $187,474,248 to $218,099,195 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 23, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

- Subscription: $1,250 to $15,000 a quarter (Ongoing Comprehensive Financial Planning)

> an ongoing fee (the “Ongoing Financial Planning Fee”) that is paid quarterly, in advance, at the rate that generally ranges from $1,250 - $15,000 per quarter.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $218,099,195
- Discretionary: $218,099,195
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $3,981,943 |
| High net worth individuals | 50 | $214,117,252 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- manukafinancial.com
- Facebook @manukafinancial
- LinkedIn @73870649
- X @MANUKAMIKE

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $109,225,506 | 1 | June 28, 2024 |
| October 2025 | $187,474,248 | 1 | February 27, 2025 |
| October 2026 | $218,099,195 | 2 | February 23, 2026 |

Regulatory assets under management: $109,225,506 in the October 2024 data and $218,099,195 in the October 2026 data, up 100%.
Total employees: 1 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $187,474,248 to $218,099,195 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Manuka Financial (CRD 313528): Form ADV filing data as of October 2026.