RIA Intel›Advisers›Georgia›MANNERS PAUL & ASSOCIATES, INC.

MANNERS PAUL & ASSOCIATES, INC.

Advisory

N·MARIETTA, GA

Data as of Dec 6, 2024 · Source: SEC Form ADV

Total AUM

$350M

1-Year AUM Growth

-13.7%

3-Year CAGR

-0.6%

Employees

2

Assets Under Management

Total AUM$350M

Discretionary AUM$251M

Non-Discretionary AUM$98M

Discretionary %72%

Total Clients192

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record48

First FilingJun 19, 2001

Latest FilingDec 6, 2024

🔒 Full AUM trend chart and 48 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MANNERS PAUL & ASSOCIATES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.