Mauney Pitt Financial Management, Inc.
- Regulatory AUM
- $418M
- Discretionary
- $418M
- Clients
- 705
- Avg AUM / client
- $593K
- Accounts
- 1,479
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 550 | $143M | 34.2% |
| High net worth individuals | 150 | $268M | 64.1% |
| Pension and profit sharing plans | 5 | $5.0M | 1.2% |
| Charitable organizations | Fewer than 5 | $500K | 0.12% |
| Insurance companies | Fewer than 5 | $1.5M | 0.36% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Patrick Lawrence Mauney | Registered representative | Mar 2026 (0y) | ||
| Robert Graham Pitt | Registered representative | Mar 2026 (0y) | ||
| Jackson Reid Wilson | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $418M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗