Patrick Mauney
Mauney-Pitt Financial Management · Shelby, North Carolina
Patrick Mauney is a fee-only financial advisor at Mauney-Pitt Financial Management in Shelby, North Carolina. Patrick focuses on small business owners, equity compensation and estate & legacy planning. Mauney-Pitt Financial Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Retirees
Facts
| Firm | Mauney-Pitt Financial Management |
|---|---|
| Based in | Shelby, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $418M across 1,479 accounts |
| SEC registration | Investment adviser representative in NC · CRD 2228216 |
| Exams passed | Series 63 (1992) · Series 65 (2000) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.mauney-pitt.com |
| Profile |
How Patrick's firm compares
- Mauney-Pitt Financial Management's average account is about $283,000, from its Form ADV (assets managed divided by 1,479 accounts).
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Questions about Patrick
Is Patrick Mauney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Mauney-Pitt Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Mauney-Pitt Financial Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Patrick Mauney based?
Patrick Mauney is based in Shelby, North Carolina.
What does Patrick specialize in?
Patrick's specialties include small business owners, equity compensation, estate & legacy planning and retirement planning. Patrick works with founders, executives and retirees.
Is Patrick Mauney registered with the SEC?
Yes. Patrick Mauney is registered as an investment adviser representative in NC (CRD 2228216), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mauney-Pitt Financial Management manage?
Mauney-Pitt Financial Management reports $418M across 1,479 accounts in assets under management.
How do I contact Patrick Mauney?
Through Patrick's website, www.mauney-pitt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Mauney-Pitt Financial Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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