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| Keyboard |
| Mauney-Pitt Financial Management Inc
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|---|---|
| CRD # | 337870 |
| SEC # | 801-134536 |
| CIK # | |
| AUM | 418.0 M (2026-05-11) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 704-481-0101 |
| Address | 3102 East Graham Street Shelby, NC 28150 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 550 | 143.0 |
| (b) Individuals (high net worth individuals) | 150 | 268.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 5.0 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 1.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,479 | 418.0 |
| By Discretionary | ||
| Discretionary | 1,479 | 418.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,479 | 418.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 418.0 | |
| Total | 1,479 | 418.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bowman & Company SC
✚
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WI | 419.0 M |
|
Silver Oak Advisory Group Inc
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|
OR | 418.9 M |
|
Transce3Nd LLC
✚
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|
Alpha Leonis Partners LLC
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|
Lincoln Capital Corporation
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RI | 418.3 M |
|
Aspect Partners LLC
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|
Quantum Private Wealth LLC
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|
FL | 418.0 M |
|
Flatrock Wealth Partners LLC
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CA | 417.6 M |
|
Coquina Private Wealth LLC
✚
|
FL | 417.6 M |
|
Seven Mile Advisory LLC
✚
|
FL | 416.8 M |