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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch · Morgan Stanley · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-30-1996
- Office Locations
- 1
Office Locations
About Charles Manning & Associates, Inc.
Charles Manning & Associates, Inc. is a Bala Cynwyd-based RIA. The firm has been operating for 30 years. Managing $70.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 97.8% is discretionary and 2.2% is non-discretionary.
The firm reports 1 advisory representatives and 19 clients, or 19 clients per representative. That equates to $3.7M in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
CHARLES ROBERT MANNING JR
Managing Director, President
- CRD
- #1250589
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,691,512 | -- |
| Non-Discretionary | $1,577,842 | -- |
| Total | $70,269,354 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Charles Manning & Associates, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.