Mauney-Pitt Financial Management, Inc.

As a registered investment advisor (RIA), Mauney-Pitt likely offers financial planning, portfolio management, and wealth advisory services. RIAs are fiduciaries, meaning they are legally obligated to act in clients' best interests. The firm's specific service menu is not confirmed in public records.

The firm is registered as an RIA, not specifically as a family office. While some RIAs serve high-net-worth families, the classification as a 'family office' typically requires a structure focused on a single family or a small group of families. Mauney-Pitt's designation as an RIA suggests it may serve a broader client base.

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.

RIAs commonly charge fees as a percentage of assets under management, typically ranging from 0.5% to 2% annually. Some may also charge flat fees or hourly rates for financial planning. Mauney-Pitt's specific fee schedule is not publicly available.

There is no public evidence that Mauney-Pitt manages alternative investments such as private equity, hedge funds, or real assets. As an RIA, it may recommend such investments to clients but likely focuses on public securities and traditional asset classes.