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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 Oct 7, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$349.5M
Below cohort median (national)
Discretionary AUM
$251.5M
Non-discretionary $98.0M
Clients
192
402 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
- $349.5M
- Discretionary AUM
- $251.5M
- Non-discretionary AUM
- $98.0M
- Discretionary accounts
- 185
- Non-discretionary accounts
- 217
- Total accounts
- 402
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $4.7M |
| Charitable organizations | Fewer than 5 | $6.0M |
| High net worth individuals | 105 | $294.0M |
| Individuals (other than high net worth individuals) | 79 | $44.9M |
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.