MAUNEY-PITT FINANCIAL MANAGEMENT, INC.

CRD 337870File 801-134536

APPROVED

Retail clients

Filing as of Jul 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$418.0M

Below cohort median (national)

Discretionary AUM

$418.0M

Clients

705

1,479 accounts

Employees

Above cohort median in NC

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Jan 30, 2026
Principal office: 310-2 EAST GRAHAM STREET, SHELBY, NC, 28150
Phone: (704) 481-0101
Website: https://www.mauney-pitt.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $418.0M
Discretionary AUM: $418.0M
Non-discretionary AUM: $0
Discretionary accounts: 1,479
Non-discretionary accounts: 0
Total accounts: 1,479
AUM per client: $593K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Insurance companies	Fewer than 5	$1.5M
Charitable organizations	Fewer than 5	$500K
High net worth individuals	150	$268.0M
Pension and profit sharing plans	5	$5.0M
Individuals (other than high net worth individuals)	550	$143.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.