RIA · CRD 337870SEC-Registered

Updated:

Mauney-Pitt Financial Management, Inc.

Mauneypitt Financial Management, Inc. is an SEC-registered investment adviser in Shelby, NC, registered since 2026. The firm manages approximately $418 million...

Mauney-Pitt Financial Management, Inc.

Mauneypitt Financial Management, Inc. is an SEC-registered investment adviser in Shelby, NC, registered since 2026. The firm manages approximately $418 million in assets. It has 6 employees and 2 investment advisers.

General information

Firm type

RIA

Frequently asked questions

How can one verify Mauney-Pitt's registration and compliance status?

The SEC's Investment Adviser Public Disclosure (IAPD) database allows public access to ADV filings for registered RIAs. Investors can search by firm name to review the firm's registration history, disclosures, and any regulatory actions.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More RIA profiles