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Mauney-Pitt Financial Management, Inc.

● SEC registered since 2026CRD 337870SEC# 801-134536Shelby, NC
Export (members)
Reg. AUM
—
Employees
5
Accounts
—
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 employs 5 people.
www.mauney-pitt.comView on SEC.gov ↗

Mauney-Pitt Financial Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Patrick Lawrence Mauney ControlVice President, Financial Planner, And Chief Compliance Officer50-75%2025
Robert Graham Pitt ControlPresident And Financial Planner50-75%2025

Frequently asked questions

How many employees does Mauney-Pitt Financial Management, Inc. have?

Mauney-Pitt Financial Management, Inc. reports 5 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

Address310-2 East Graham Street, Shelby, NC 28150
Phone(704) 481-0101
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo