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PAUL MANNERS & ASSOCIATES, INC.
Legal name: MANNERS PAUL & ASSOCIATES, INC.
CRD 110996File 801-14470
APPROVED
Retail clients
Custody
Filing as of Sep 7, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$391.7M
Below cohort median (national)
Discretionary AUM
$235.1M
Non-discretionary $156.6M
Clients
245
466 accounts
Employees
3
Below cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 22, 1979
- Principal office
- 3901 ROSWELL ROAD, SUITE 308, MARIETTA, GA, 30062
- Phone
- 404-231-8611
- Website
- HTTP://WWW.PAULMANNERS.NET
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $391.7M
- Discretionary AUM
- $235.1M
- Non-discretionary AUM
- $156.6M
- Discretionary accounts
- 196
- Non-discretionary accounts
- 270
- Total accounts
- 466
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $23.8M |
| Charitable organizations | Fewer than 5 | $7.7M |
| High net worth individuals | 100 | $320.0M |
| Individuals (other than high net worth individuals) | 131 | $40.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Sep 8, 2026 | Clients | 192 | 245 | increased by53 |
| Sep 8, 2026 | AUM | $349,532,871 | $391,677,061 | increased by$42,144,190 |
| Sep 8, 2026 | Accounts | 402 | 466 | increased by64 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 238 | 192 | decreased by46 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $337,159,657 | $349,532,871 | increased by$12,373,214 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 405 | 402 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 3 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 224 | 238 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $346,782,386 | $337,159,657 | decreased by$9,622,729 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 390 | 405 | increased by15 |
| Sep 1, 2022 | Employees | 4 | 5 | increased by1 |
| Sep 1, 2022 | Clients | 363 | 224 | decreased by139 |
| Sep 1, 2022 | AUM | $343,926,001 | $346,782,386 | increased by$2,856,385 |
| Sep 1, 2022 | Accounts | 363 | 390 | increased by27 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PAUL MANNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PAUL MANNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.