# Paul Manners & 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.

- CRD: 110996
- Filed as: PAUL MANNERS & ASSOCIATES, INC.
- Legal name: Manners Paul & Associates, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Marietta, GA
- Filing period: October 2026
- Form ADV filing dated: September 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110996
- AdvisorCensus page: https://advisorcensus.com/firm/paul-manners-and-associates-inc-marietta-ga-110996

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated October 7, 2025)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $391,677,061
- Discretionary: $235,084,735
- Non-discretionary: $156,592,326

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 131 | $40,114,441 |
| High net worth individuals | 100 | $320,034,118 |
| Charitable organizations | 4 | $7,693,606 |
| Corporations or other businesses not listed above | 10 | $23,834,896 |

### 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: 1979 (47 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, LA, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- paulmanners.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $343,926,001 | 4 | August 18, 2021 |
| October 2022 | $346,782,386 | 5 | August 29, 2022 |
| October 2023 | $390,482,435 | 3 | September 30, 2023 |
| October 2024 | $337,159,657 | 3 | September 30, 2024 |
| October 2025 | $337,159,657 | 3 | December 6, 2024 |
| October 2026 | $391,677,061 | 3 | September 7, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paul Manners & Associates, Inc. (CRD 110996): Form ADV filing data as of October 2026.