Manners Paul & Associates provides portfolio management for individuals and small businesses and portfolio management for institutions.
Manners Paul & Associates reports 245 clients. They include 131 individual clients, 100 high-net-worth individuals, and 10 corporations and other businesses. Of its assets, 60.0% ($235M across 196 accounts) are managed with discretion; $157M across 270 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 10% |
| High-net-worth individuals | 41% | 82% |
| Charitable organizations | 2% | 2% |
| Corporations and other businesses | 4% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 131 | $40.1M | 10.2% | $306K |
| High-net-worth individuals | 100 | $320M | 81.7% | $3.2M |
| Charitable organizations | Fewer than 5 | $7.69M | 2.0% | $1.92M |
| Corporations and other businesses | 10 | $23.8M | 6.1% | $2.38M |
| Total | 245 | $392M | 100% | — |
- Clients
- 131
- Regulatory AUM
- $40.1M
- AUM share
- 10.2%
- Avg. per client
- $306K
- Clients
- 100
- Regulatory AUM
- $320M
- AUM share
- 81.7%
- Avg. per client
- $3.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.69M
- AUM share
- 2.0%
- Avg. per client
- $1.92M
- Clients
- 10
- Regulatory AUM
- $23.8M
- AUM share
- 6.1%
- Avg. per client
- $2.38M
Total
- Clients
- 245
- Regulatory AUM
- $392M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Manners Paul & Associates charges 1.00% a year for its Advisory fee schedule. The fee is billed in arrears and is negotiable.
Fee details and sources
Jason Knope owns 75% or more of Manners Paul & Associates. The leadership team of Manners Paul & Associates includes Chief Compliance Officer Jason Knope. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Manners Paul & Associates, Inc.
Jason Knope
Control person · since June 2010
- Owns 10% to 25% of Manners Paul & Associates, Inc.
Larry Forbus
since February 2008
Manners Paul & Associates’ regulatory assets grew from $287M (July 2020) to $392M (September 2026); clients fell from 293 to 245 and employees from 4 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $392M | 245 | 3 | 1 |
| Oct 2025October 2025 | $350M | 192 | 3 | 1 |
| Dec 2024December 2024 | $337M | 238 | 3 | 1 |
| Sep 2023September 2023 | $390M | 224 | 3 | 1 |
| Jun 2023June 2023 | $362M | 228 | 4 | 1 |
| Aug 2021August 2021 | $344M | 363 | 4 | 1 |
| Jul 2020July 2020 | $287M | 293 | 4 | 1 |
Besides its headquarters, Manners Paul & Associates has 0 offices, with 1 listed address in 1 state.
Georgia · 1 listed address
- 3901 Roswell Road, Suite 308, MariettaHQ
Contact and registration details
- Legal name
- Manners Paul & Associates, Inc.
- Headquarters
- 3901 Roswell Road, Suite 308, Marietta, GA 30062
- Website
- paulmanners.net
- Phone
- 404-231-8611
- SEC file
- 801-14470
- Founded
- 1979
- Structure
- Georgia corporation
- Fiscal year end
- June
Manners Paul & Associates has custody of $7.24M for 4 clients.
At year end, Manners Paul & Associates’ separately managed accounts were mostly in stocks (52%) and funds (38%).
What the accounts hold
- Stocks52%
- Funds38%
- Bonds6%
- U.S. government and agency bonds3%
- State and local bonds2%
- Investment grade corporate bonds1%
- Cash4%
How many clients does Manners Paul & Associates have?
Manners Paul & Associates has 245 clients and manages $392 million for them, as of September 2026. They include 131 individual clients, 100 high-net-worth individuals, and 10 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 September 2026
What services does Manners Paul & Associates offer?
Manners Paul & Associates provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Manners Paul & Associates charge?
Manners Paul & Associates charges 1.00% a year for its Advisory fee schedule. The fee is billed in arrears and is negotiable.
How many financial advisors does Manners Paul & Associates have?
Manners Paul & Associates has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Manners Paul & Associates invest in?
At the end of its last fiscal year, Manners Paul & Associates’ separately managed accounts held 52% exchange-traded equities, 38% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 3% U.S. government and agency bonds, 2% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Manners Paul & Associates?
Manners Paul & Associates’ direct owners are Larry Forbus (10% to 25%) and Jason Knope (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 7 September 2026
How does Manners Paul & Associates get paid?
Manners Paul & Associates is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Manners Paul & Associates?
Manners Paul & Associates’ main office is at 3901 Roswell Road, Suite 308, Marietta, GA 30062. Its phone number is 404-231-8611. Its website is paulmanners.net.