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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-22-1979
- Office Locations
- 1
Office Locations
About Paul Manners & Associates, Inc.
Paul Manners & Associates, Inc. is an SEC-registered investment manager serving institutions—corporations, pension plans, endowments, foundations and public funds—as well as high-net-worth individuals. The firm builds customized equity, fixed income and balanced portfolios, setting goals with clients and performing regular portfolio reviews. Operates across retail and institutional channels and works with custodians such as Schwab and Merrill Lynch.
Reported data analysis
What the numbers show
Between December 6, 2024 and October 7, 2025, reported AUM increased 3.7%, from $337.2M to $349.5M.
Across 5 reported observations, AUM increased 1.6% between August 18, 2021 and October 7, 2025, from $343.9M to $349.5M.
Of the latest reported AUM, 72.0% is discretionary and 28.0% is non-discretionary.
The firm reports 2 advisory representatives and 192 clients, or 96 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 47 years in operation. The source data was last updated on October 7, 2025. 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 Vehicles
- Services
- Technology
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The full Paul Manners & Associates, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JASON PETER KNOPE MR.
Chief Compliance Officer, Managing Partner
- CRD
- #4551977
- Ownership
- 75% or more
LARRY PAUL FORBUS MR.
Managing Member
- CRD
- #1123135
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,494,770 | $1,359,431 |
| Non-Discretionary | $98,038,101 | $451,788 |
| Total | $349,532,871 | $869,485 |
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Separately Managed Accounts
SMA allocation detail is available
Paul Manners & Associates, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.