Mauney-Pitt Financial Management, Inc.
● SEC registered since 2026CRD 337870SEC# 801-134536Shelby, NC
Reg. AUM
$418M
Employees
6
Accounts
1,479
Location
Shelby, NC
Mauney-Pitt Financial Management, Inc. assets under management
Mauney-Pitt Financial Management, Inc. operates as an SEC-registered investment adviser based in Shelby, NC. The firm has been registered since 2026. It reports $418 million in regulatory assets under management and employs 6 people.
Mauney-Pitt Financial Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick Lawrence Mauney Control | Vice President, Financial Planner, And Chief Compliance Officer | 50-75% | 2025 |
| Robert Graham Pitt Control | President And Financial Planner | 50-75% | 2025 |
Frequently asked questions
How much does Mauney-Pitt Financial Management, Inc. manage?
Mauney-Pitt Financial Management, Inc. reports $418 million in regulatory assets under management on its Form ADV.
How many employees does Mauney-Pitt Financial Management, Inc. have?
Mauney-Pitt Financial Management, Inc. reports 6 employees.
Where is Mauney-Pitt Financial Management, Inc. located?
Mauney-Pitt Financial Management, Inc. is based in Shelby, NC and has been SEC-registered since 2026.
Does Mauney-Pitt Financial Management, Inc. disclose fund performance?
Mauney-Pitt Financial Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 310-2 East Graham Street, Shelby, NC 28150 |
| Phone | (704) 481-0101 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$418MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$418Mregulatory AUM
Discretionary $418M