A complete list of active advisors currently associated with Charles Manning & Associates, Inc.

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The firm provides discretionary and consultative investment supervisory services to individuals, retirement and taxable accounts, trusts and estates, and a range of institutional clients. Services include separately managed Core Equity, Balanced and tax‑free Municipal Bond portfolios and quarterly performance reviews. The investment approach emphasizes domestic, larger‑capitalization common stocks and ADRs with a three‑to‑five year (or longer) horizon, low turnover, and a policy of not using derivatives, options, short‑selling or leverage; balanced accounts combine the firm’s equity strategy with higher‑quality fixed income tailored to client objectives. Portfolios are constructed and monitored on an account‑by‑account basis using a combined top‑down and bottom‑up research process, and most client accounts are managed on a discretionary basis. What is distinctive about the firm is that, while operating as a solo independent adviser, it also manages institutional accounts — a service that is relatively uncommon among peers — and offers state‑customized municipal bond portfolios. The firm manages roughly $70 million in client assets (about $68.7 million discretionary and $1.6 million non‑discretionary as of December 31, 2025), generally applies a $500,000 separately managed account minimum (waivable in some cases), and the principal invests personal assets alongside client strategies.

To learn more about the advisors currently working at Charles Manning & Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.