V. M. Manning & Co., Inc. (Greenville)

V. M. Manning & Co., Inc. is an adviser based in Greenville. It manages $30 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of South Carolina.

V. M. Manning & Co. provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

V. M. Manning & Co.: assets under management

The assets under management (AUM) of V. M. Manning & Co., Inc. is $30 million. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $28.5 million in discretionary accounts and $1.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.1 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $300 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay V. M. Manning & Co., Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at V. M. Manning & Co., Inc.

Nelson Battle Iii Arrington has been acting as President since 1 Oct 1999. Kevin Stuart Mertens joined the executive team most recently as the Srop, Crop.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Cameron Arrington Ezell	Shareholder/director	1 Jan 1999	Other	1522589
Nelson Battle Jr Arrington	Chairman of the board, muni principal	1 Oct 1999	50% - 75%	7784
Nelson Battle Iii Arrington	President/director	1 Oct 1999	Other	2393329
Helen Arrington Wixler	Treasurer/cfo/director/finop	1 Oct 1999	Other	1629145
Helen Arrington Wynkoop	Treasurer/cfo/director/finop	1 Oct 1999	Other	1629145
Kevin Stuart Mertens	Srop, crop	1 Nov 2001	Other	1341160

Based in Greenville

The principal office where V. M. Manning & Co., Inc. performs its advisory services is located at 211 E. Washington St, Greenville, SC 29601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.