# MAYBRY MCSHANE FAMILY OFFICES, LLC

MAYBRY MCSHANE FAMILY OFFICES, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 281882
- Type: SEC-registered investment adviser
- SEC file number: 801-107012
- Location: 521 E. MOREHEAD STREET, SUITE 580, CHARLOTTE, NC, 28202
- Phone: 980-585-3360
- Latest filing: 2018-03-30
- Regulatory AUM: $908.8M
- Discretionary AUM: $378.3M
- Non-discretionary AUM: $530.5M
- Clients: 4
- Accounts: 7

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [RINEHART MARY APPLETON COSBY](https://search.stillhousedata.com/person/755948) | CHAIRMAN | — |
| [CARLSON SANDRA BRADLEY](https://search.stillhousedata.com/person/786205) | CCO | — |
| [DONAHOE DANIELE MARIE](https://search.stillhousedata.com/person/820723) | CEO | — |
| [Maybry Leah R](https://search.stillhousedata.com/person/837404) | CEO; PRESIDENT | — |
| [MAYBRY LEAH ROBERTSON](https://search.stillhousedata.com/person/838809) | CEO; MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281882/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281882/similar
- Related entities: https://search.stillhousedata.com/firm/281882/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281882

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.