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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PAUL MANNERS & ASSOCIATES, INC.

MANNERS PAUL & ASSOCIATES, INC., CRD 110996

MARIETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2293ccc1-81cf-7e74-e96f-17144ec20761

Data as of Sep 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 0
On other graphs: 0
Observed: Jul 16, 2012 to Sep 7, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.02 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $392MItem 5.F on the latest filing (2026-09-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $235M
Private client RAUM: $360MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $196Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 466
Individual clients: 131
High net worth clients: 100
Custody, client assets: $7.2M
SEC number: 801-14470
CIK: 32639599
CRD: 110996
Filings on the tape: 24
First filed: Jul 16, 2012
Latest filed: Sep 7, 2026
Organised: Corporation, GA
Website: paulmanners.net

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LARRY PAUL FORBUS	n/a	MARIETTA, GA	7	43	5	no
JASON PETER KNOPE	Certified Financial Planner\|Chartered Financial Analyst	MARIETTA, GA	7	25	5	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KNOPE, JASON, PETER	MANAGING PARTNER/CHIEF COMPLIANCE OFFICER	E	yes	06/2010	Jul 16, 2012	Dec 6, 2024
FORBUS, LARRY, PAUL	MANAGING MEMBER	B	no	02/2008	Jul 16, 2012	Dec 6, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Sep 30, 2024	$337M	$277M	3	2	0	n/a	n/a
2023	Sep 30, 2023	$390M	$281M	3	2	0	n/a	n/a
2022	Aug 29, 2022	$347M	$248M	5	2	0	n/a	n/a
2021	Aug 18, 2021	$344M	$258M	4	2	0	n/a	n/a
2020	Jul 29, 2020	$287M	$224M	4	2	0	n/a	n/a
2019	Sep 27, 2019	$279M	$215M	4	2	0	n/a	n/a
2018	Oct 4, 2018	$285M	$202M	4	2	0	n/a	n/a
2017	Sep 29, 2017	$290M	$198M	4	2	n/a	n/a	n/a
2016	Oct 25, 2016	$263M	$179M	4	2	n/a	n/a	n/a
2015	Sep 30, 2015	$259M	$182M	4	2	n/a	n/a	n/a
2014	Oct 3, 2014	$258M	$191M	4	2	n/a	n/a	n/a
2013	Oct 24, 2013	$232M	$174M	4	2	n/a	n/a	n/a
2012	Jul 16, 2012	$204M	$150M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$392M	$390M	0.3%	$344M	4.4%	3	3	0	0

Relationships

Registered with (3)

← LARRY PAUL FORBUSAdvisorregistration: previous registration
May 15, 2018 to Dec 31, 2018factForm ADV
← JASON PETER KNOPEAdvisorregistration: previous registration
May 14, 2018 to Dec 31, 2018factForm ADV
← DAVID CLARKE CRAIGAdvisorregistration: previous registration
Jan 1, 2001 to Jan 24, 2011factForm ADV

Owns (1)

← FORBUS, LARRY, PAULOwnerMANAGING MEMBER, ownership code B, individual
Jul 16, 2012 to Dec 6, 2024factForm ADV

Controls (1)

← KNOPE, JASON, PETEROwnerMANAGING PARTNER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jul 16, 2012 to Dec 6, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2293ccc1-81cf-7e74-e96f-17144ec20761
First observed: Jul 16, 2012
Last observed: Sep 7, 2026 13 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PAUL MANNERS & ASSOCIATES, INC.

MANNERS PAUL & ASSOCIATES, INC., CRD 110996

MARIETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2293ccc1-81cf-7e74-e96f-17144ec20761

Data as of Sep 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:30 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LARRY PAUL FORBUS

n/a

MARIETTA, GA

JASON PETER KNOPE

Certified Financial Planner|Chartered Financial Analyst

MARIETTA, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KNOPE, JASON, PETER

MANAGING PARTNER/CHIEF COMPLIANCE OFFICER

yes

06/2010

Jul 16, 2012

Dec 6, 2024

FORBUS, LARRY, PAUL

MANAGING MEMBER

02/2008

Jul 16, 2012

Dec 6, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Sep 30, 2024

$337M

$277M

n/a

2023

Sep 30, 2023

$390M

$281M

n/a

2022

Aug 29, 2022

$347M

$248M

n/a

2021

Aug 18, 2021

$344M

$258M

n/a

2020

Jul 29, 2020

$287M

$224M

n/a

2019

Sep 27, 2019

$279M

$215M

n/a

2018

Oct 4, 2018

$285M

$202M

n/a

2017

Sep 29, 2017

$290M

$198M

n/a

2016

Oct 25, 2016

$263M

$179M

n/a

2015

Sep 30, 2015

$259M

$182M

n/a

2014

Oct 3, 2014

$258M

$191M

n/a

2013

Oct 24, 2013

$232M

$174M

n/a

2012

Jul 16, 2012

$204M

$150M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$392M

$390M

0.3%

$344M

4.4%