{
  "crd_number": 110996,
  "slug": "paul-manners-and-associates-inc-marietta-ga-110996",
  "primary_business_name": "PAUL MANNERS & ASSOCIATES, INC.",
  "legal_name": "MANNERS PAUL & ASSOCIATES, INC.",
  "dbas": [],
  "city": "Marietta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1979-03-22",
  "years_registered": 47,
  "period": "2026-10-01",
  "filing_date": "2026-09-07",
  "carried_forward": false,
  "raum_total": 391677061.0,
  "raum_discretionary": 235084735.0,
  "raum_non_discretionary": 156592326.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 7693606.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 40114441.0,
      "count": 131
    },
    "high_net_worth_individuals": {
      "raum": 320034118.0,
      "count": 100
    },
    "corporations_other_businesses": {
      "raum": 23834896.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "LA",
    "TN"
  ],
  "websites": [
    "https://paulmanners.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110996",
  "city_as_filed": "MARIETTA",
  "url": "https://advisorcensus.com/firm/paul-manners-and-associates-inc-marietta-ga-110996",
  "display_name": "Paul Manners & Associates, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Paul Manners & Associates, Inc. (CRD 110996): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Paul Manners & Associates, Inc. compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Paul Manners & Associates, Inc. charge?",
      "a": "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."
    },
    {
      "q": "Where is Paul Manners & Associates, Inc. located?",
      "a": "Paul Manners & Associates, Inc.'s principal office is in Marietta, GA, according to its Form ADV."
    },
    {
      "q": "Is Paul Manners & Associates, Inc. registered with the SEC or a state?",
      "a": "Paul Manners & Associates, Inc. is an SEC-registered investment advisory firm, registered since 1979. Status as filed: Approved. CRD 110996."
    },
    {
      "q": "How much does Paul Manners & Associates, Inc. manage?",
      "a": "Paul Manners & Associates, Inc. reports $391,677,061 in regulatory assets under management in its Form ADV filing dated September 7, 2026 (60% discretionary)."
    },
    {
      "q": "How have Paul Manners & Associates, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Paul Manners & Associates, Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Does Paul Manners & Associates, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Paul Manners & Associates, Inc.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $349,532,871 to $391,677,061 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 343926001.0,
      "total_employees": 4,
      "filing_date": "2021-08-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 346782386.0,
      "total_employees": 5,
      "filing_date": "2022-08-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 390482435.0,
      "total_employees": 3,
      "filing_date": "2023-09-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 337159657.0,
      "total_employees": 3,
      "filing_date": "2024-09-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 337159657.0,
      "total_employees": 3,
      "filing_date": "2024-12-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 391677061.0,
      "total_employees": 3,
      "filing_date": "2026-09-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $349,532,871 to $391,677,061 (+12%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in TN."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated October 7, 2025",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $2,000,000",
        "rate": "1%"
      },
      {
        "band": "$2,000,001 to $5,000,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $5,000,001",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 2000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 2000001.0,
          "max": 5000000.0,
          "rate_pct": 0.75
        },
        {
          "min": 5000001.0,
          "max": null,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/paul-manners-and-associates-inc-marietta-ga-110996.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 131,
      "fewer_than_5": false,
      "raum": 40114441.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 100,
      "fewer_than_5": false,
      "raum": 320034118.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 7693606.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 23834896.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110996",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}