SourcingSourcing

MANNERS PAUL & ASSOCIATES, INC.

C48
CRD 110996·SEC 801-14470·MARIETTA, GA
AUM
$349.5M
$100M-$500M
Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MANNERS PAUL & ASSOCIATES, INC.
CRD
110996
SEC file #
801-14470
EIN
—
DBA names
Paul Manners & Associates, Inc.

Economics

AUM
$349.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$279.4M → $349.5M▲ +25%
Client mix
Individuals High Net Worth105
Individuals Other79
Corporations6
Charitable Organizations2

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
MARIETTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
10/07/2025
ADV-W filed at
—
Website
paulmanners.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KNOPE, JASON, PETER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KNOPE, JASON, PETER
FORBUS, LARRY, PAUL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PAULMANNERS.NET
Rdap Domain Creation Date
2001-01-16T19:36:34Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-16T19:36:34Z
Rdap Domain Last Changed
2025-01-17T17:05:38Z
Rdap Nameservers
Ns01.domaincontrol.comNs02.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4551977
Trust Company Affiliate
No

People (2)

2
KNOPE, JASON, PETER
IAR · Direct Owner · 87.5%
4551977
FORBUS, LARRY, PAUL
IAR · Direct Owner · 17.5%
1123135