{"url":"https://nivawealth.com/firms/manners-paul-and-associates-110996","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/110996","regulatoryAum":391677061,"crd":"110996","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1123135","suffix":"MR.","lastName":"FORBUS","firstName":"LARRY","middleName":"PAUL"},{"crd":"4551977","suffix":"MR.","lastName":"KNOPE","firstName":"JASON","middleName":"PETER"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2020-07-29","regulatoryAum":286677133,"clients":293,"employees":4,"offices":1},{"filedOn":"2021-08-18","regulatoryAum":343926001,"clients":363,"employees":4,"offices":1},{"filedOn":"2023-06-11","regulatoryAum":361997730,"clients":228,"employees":4,"offices":1},{"filedOn":"2023-09-30","regulatoryAum":390482435,"clients":224,"employees":3,"offices":1},{"filedOn":"2024-12-06","regulatoryAum":337159657,"clients":238,"employees":3,"offices":1},{"filedOn":"2025-10-07","regulatoryAum":349532871,"clients":192,"employees":3,"offices":1},{"filedOn":"2026-09-07","regulatoryAum":391677061,"clients":245,"employees":3,"offices":1}],"secFileNumber":"801-14470","legalName":"Manners 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Forbus","title":"Managing Member","crd":"1123135"}],"ownership":[{"label":"Larry Forbus","detail":"Managing member in the 10% to 25% ownership band, since February 2008."},{"label":"Jason Knope","detail":"Managing partner/chief compliance officer in the 75% or more ownership band and a control person, since June 2010."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Georgia","offices":1,"addresses":[{"street":"3901 Roswell Road, Suite 308","city":"Marietta","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"404-231-8611","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":52},{"label":"U.S. government/agency bonds","percent":3},{"label":"U.S. state and local bonds","percent":2},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":38},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"7 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/110996/PDF/110996.pdf","brochureDate":"7 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057180","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Manners Paul & Associates have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Manners Paul & Associates offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Manners Paul & Associates charge?","answer":"Manners Paul & Associates charges 1.00% a year for its Advisory fee schedule. The fee is billed in arrears and is negotiable.","source":"ADV PART II BROCHURE, filed 7 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Manners Paul & Associates have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Manners Paul & Associates invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Manners Paul & Associates?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Manners Paul & Associates get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Manners Paul & Associates?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 7 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}