# MAUNEY-PITT FINANCIAL MANAGEMENT, INC.

MAUNEY-PITT FINANCIAL MANAGEMENT, INC. of SHELBY, NC is an SEC-registered investment adviser.

## Registration

- CRD: 337870
- Type: SEC-registered investment adviser
- SEC file number: 801-134536
- Location: 310-2 EAST GRAHAM STREET, SHELBY, NC, 28150
- Phone: (704) 481-0101
- Latest filing: 2026-07-06
- Regulatory AUM: $418.0M
- Discretionary AUM: $418.0M
- Clients: 6
- Accounts: 1,479

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Robert Graham Pitt | OWNER; PRESIDENT AND FINANCIAL PLANNER | — |
| Patrick Lawrence Mauney | OWNER AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, FINANCIAL PLANNER, AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/337870/brochure
- Similar advisers: https://search.stillhousedata.com/firm/337870/similar
- Related entities: https://search.stillhousedata.com/firm/337870/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/337870

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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.