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Paul Manners & Associates, Inc.
Filed as PAUL MANNERS & ASSOCIATES, INC. · Legal name Manners Paul & Associates, Inc.
Paul Manners & Associates, Inc. is an SEC-registered investment advisory firm in Marietta, GA, registered since 1979, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 7, 2026.
Quick answers
From the filingHow is Paul Manners & Associates, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Paul Manners & Associates, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Paul Manners & Associates, Inc. charge?
Its Form ADV Part 2A brochure dated October 7, 2025 states: Up to $2,000,000: 1% a year; $2,000,001 to $5,000,000: 0.75% a year; Above $5,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Paul Manners & Associates, Inc. located?
Paul Manners & Associates, Inc.'s principal office is in Marietta, GA, according to its Form ADV.
Is Paul Manners & Associates, Inc. registered with the SEC or a state?
Paul Manners & Associates, Inc. is an SEC-registered investment advisory firm, registered since 1979. Status as filed: Approved. CRD 110996.
How much does Paul Manners & Associates, Inc. manage?
Paul Manners & Associates, Inc. reports $391,677,061 in regulatory assets under management in its Form ADV filing dated September 7, 2026 (60% discretionary).
How have Paul Manners & Associates, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Paul Manners & Associates, Inc.: Regulatory assets under management: $343,926,001 in the October 2021 data and $391,677,061 in the October 2026 data, up 14%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Paul Manners & Associates, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (131); high net worth individuals (100); corporations or other businesses not listed above (10).
Does Paul Manners & 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 SEC record: https://adviserinfo.sec.gov/firm/summary/110996
What changed in Paul Manners & Associates, Inc.'s recent Form ADV filings?
In the October 2026 filing data: Regulatory assets under management went from $349,532,871 to $391,677,061 (+12%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 1% |
| $2,000,001 to $5,000,000 | 0.75% |
| Above $5,000,001 | 0.5% |
The brochure's wording
The fee schedule for these services is 1.00% per annum on assets up to $2,000,000, 0.75% per annum on assets between $ 2,000,001 and $5,000,000, and 0. 50% per annum on all assets in excess of $5,000,000.
As stated in the firm's Form ADV Part 2A brochure dated October 7, 2025. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$391,677,061 as of October 2026, filing dated September 7, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Manners Paul & Associates, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1979 (47 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $391,677,061 | 3 | September 7, 2026 |
| October 2025 | $337,159,657 | 3 | December 6, 2024 |
| October 2024 | $337,159,657 | 3 | September 30, 2024 |
| October 2023 | $390,482,435 | 3 | September 30, 2023 |
| October 2022 | $346,782,386 | 5 | August 29, 2022 |
| October 2021 | $343,926,001 | 4 | August 18, 2021 |
Regulatory assets under management: $343,926,001 in the October 2021 data and $391,677,061 in the October 2026 data, up 14%.
Total employees: 4 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Regulatory assets under management went from $349,532,871 to $391,677,061 (+12%).
- December 2025
- Registered or notice-filed in TN.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Paul Manners & Associates, Inc. (CRD 110996): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/paul-manners-and-associates-inc-marietta-ga-110996