Maybry Mcshane Family Offices, LLC is a large advisory firm based in Charlotte. It manages $908.81 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of North Carolina.
Maybry Mcshane Family Offices provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Maybry Mcshane Family Offices, LLC is $908.81 million. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Maybry Mcshane Family Offices, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations and high net worth individuals. The largest group of clients of Leah R. Maybry is high net worth individuals with 4 clients and $758.13 million of assets under management. Among the 10 most similar advisory firms, Maybry Mcshane Family Offices has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $908.81 million for 5 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Maybry Mcshane Family Offices doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Leah R. Maybry has been acting as President since 1 Nov 2015. Daniele Marie Donahoe joined the executive team most recently as the Ceo.
The principal office where Maybry Mcshane Family Offices, LLC performs its advisory services is located at 521 E. Morehead Street, Charlotte, NC 28202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 980-585-3360 or by fax 980-265-1274. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at maybrymcshane.com.