# Charles Manning & Associates, Inc.

> Charles Manning & Associates, Inc. is a state-registered investment advisory firm in Bala Cynwyd, PA, registered since 1996, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 114359
- Filed as: CHARLES MANNING & ASSOCIATES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bala Cynwyd, PA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114359
- AdvisorCensus page: https://advisorcensus.com/firm/charles-manning-and-associates-inc-bala-cynwyd-pa-114359

## Quick answers

**How is Charles Manning & Associates, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Charles Manning & Associates, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Charles Manning & Associates, Inc. located?**
Charles Manning & Associates, Inc.'s principal office is in Bala Cynwyd, PA, according to its Form ADV.

**Is Charles Manning & Associates, Inc. registered with the SEC or a state?**
Charles Manning & Associates, Inc. is a state-registered investment advisory firm, registered since 1996. Status as filed: APPROVED. CRD 114359.

**How much does Charles Manning & Associates, Inc. manage?**
Charles Manning & Associates, Inc. reports $70,269,354 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (98% discretionary).

**What types of clients does Charles Manning & Associates, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (16); individuals (other than high net worth individuals) (3).

**Does Charles Manning & Associates, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/114359

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $70,269,354
- Discretionary: $68,691,512
- Non-discretionary: $1,577,842

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $1,508,108 |
| High net worth individuals | 16 | $68,761,246 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1996 (30 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Charles Manning & Associates, Inc. (CRD 114359): Form ADV filing data as of October 2026.