SourcingSourcing

V. M. MANNING & CO., INC.

A75
CRD 2655·SEC 801-133006·GREENVILLE, SC
AUM
$133.3M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$400K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
V. M. MANNING & CO., INC.
CRD
2655
SEC file #
801-133006
EIN
—
DBA names
V.m. Manning & Co., Inc.

Economics

AUM
$133.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$115.5M → $133.3M▲ +15%
Client mix
Individuals High Net Worth41
Individuals Other34

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
GREENVILLE SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
vmmanning.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARRINGTON JR., NELSON, BATTLE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ARRINGTON JR., NELSON, BATTLE
ARRINGTON III, NELSON, BATTLE
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
VMMANNING.COM
Rdap Domain Creation Date
2014-01-10T22:07:50Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
28,747
Form 5500 Compensation Trajectory 3y
202528,747
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
28,747
Schedule C Service Provider Rows
1

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
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-10T22:07:50Z
Rdap Domain Last Changed
2026-01-11T12:02:33Z
Rdap Nameservers
Ns03.domaincontrol.comNs04.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7784
Trust Company Affiliate
No

People (3)

3
NELSON BATTLE ARRINGTON JR.
Direct Owner · 87.5%
7784
ARRINGTON III, NELSON, BATTLE
IAR · Executive Officer · 2.5%
2393329
WILLIAM A MITCHELL
IAR
4268068