Mauney-Pitt Financial Management, Inc.
Firm details
- Headquarters
- Shelby, North Carolina
- CRD number
- 337870
- Registered since
- January 30, 2026
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI64.11%
- Individuals34.21%
- Pension & Profit Sharing Plans1.2%
- Insurance Companies0.36%
- Charitable Organizations0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Mauney-Pitt Financial Management, Inc. is an independent, individually owned registered investment adviser organized as a corporation. The firm positions itself as a capital allocator for both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. The firm is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds35%
- Exchange Traded Equities30%
- Investment Grade Corp Bonds15%
- US Government Bonds10%
- Non-Investment Grade Corp Bonds5%
Contacts
3 of 3
Patrick Mauney
Co-Branch ManagerCRD 2228216
Robert Pitt
Branch ManagerCRD 1155978
Jackson Wilson
Financial PlannerCRD 7932180
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Shelby, NC
Cleveland
Location
Shelby, NC
Headquartered in Shelby, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Cleveland
- Address
- 3102 E Graham St
- Time zone
- ET (UTC-5)
- Office locations
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