Paul Manners & Associates, Inc.

Overview

Headquarters

Marietta, GA

Total Firm Assets

$392 million

Average High-Net-Worth Client Portfolio Size

$3.2 million

Stated Minimum Account Size

$500,000

Fee Disclosure

Source: ADV PART II BROCHURE (2026-09-07) · View brochure text

Estimated Annual Advisory Fees

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets

81.71%

Number of High-Net-Worth Clients

100

Total Client Accounts

466

Discretionary Accounts

196

Non-Discretionary Accounts

270

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number

110996

• ADV PART II BROCHURE (2026-09-07) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions