Paul Manners & Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Marietta, GA. Its latest Form ADV filing, dated October 7, 2025, reports $350M in regulatory assets under management, 3 employees, and 402 accounts.
Assets Under Management
$350M
Employees
3
Offices
--
Total Clients
192
Primary office
MARIETTA, GA
3901 ROSWELL ROAD, SUITE 308, MARIETTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.7% of total clients.
Top client categories% of clientsClients
1
HNWI
54.7%
105
2
Individuals
41.1%
79
3
Corporations
3.1%
6
4
Charitable
1.0%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$350Mas of October 7, 2025
Discretionary72.0%
$251M
72% of total RAUM72.0%
Non-discretionary28.0%
$98M
28% of total RAUM28.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$350M
Total Accounts402
10Y AUM Change+$86M (+32.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee64:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.