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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-02-2016
- Office Locations
- 2
Office Locations
About Mann Advisory Services, LLC
Mann Advisory Services, LLC is a retail-focused advisory in Evans, GA providing investment management and financial planning, including building portfolios and managing existing accounts such as 401(k) and other retirement plans. The firm also operates as an independent insurance agency (health/Medicare, life, property & casualty) and offers tax preparation and e-filing for individuals and small businesses. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 12 clients, or 12 clients per representative. That equates to $250.0K in reported AUM per client.
The profile lists 2 reported office locations and 10 years in operation. The source data was last updated on January 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
Keenan Darrell Mann
Agency Owner, Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #6617943
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Chad Player Cook
Business Analyst, Investment Advisor
- CRD
- #7284926
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Mann Advisory Services, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.