CRD: 337870
Mauney-Pitt Financial Management, Inc.
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- Custodian
- Jackson National Life ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-30-2026
- Office Locations
- 2
Office Locations
About Mauney-Pitt Financial Management, Inc.
Mauney-Pitt Financial Management is a Raymond James-affiliated practice in Shelby, NC providing financial planning and investment planning, including asset allocation, charitable giving, and insurance guidance. Serves business owners, corporate executives, corporate retirement plans, families, retirees, and women investors. Led by Patrick L. Mauney (CCO) and Robert G. Pitt Jr. (President).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
PATRICK LAWRENCE MAUNEY
Chief Compliance Officer, FINANCIAL PLANNER, VICE PRESIDENT
- CRD
- #2228216
- Ownership
- 50% but less than 75%
ROBERT GRAHAM PITT JR
FINANCIAL PLANNER, President
- CRD
- #1155978
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Jackson Reid Wilson
--
- CRD
- #7932180
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $418,000,000 | $282,623 |
| Non-Discretionary | $0 | -- |
| Total | $418,000,000 | $282,623 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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