Maybry Mcshane Family Offices, LLC (Charlotte)

Name: Maybry Mcshane Family Offices, LLC
Address: 521 E. Morehead Street, Charlotte, NC, 28202
Telephone: 980-585-3360

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.

Maybry Mcshane Family Offices: assets under management

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 firm manages $378.33 million in discretionary accounts and $530.48 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $94.58 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $176.83 million.

Investments

The firm invests in exchange traded securities the most. They account for 50% of the total AUM. The second-largest asset type is state and local bonds, which make up 23% of the firm’s portfolio. Investments in cash and cash equivalents form 9% of the total invested assets.

Fees & Commissions

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.

What kind of clients Leah R. Maybry serves?

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.

Careers at Maybry Mcshane Family Offices, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rinehart Wealth Management	Domestic entity	1 May 1993	50% - 75%	107236
Robertson Maybry Llc	Domestic entity	1 Sep 2015	50% - 75%	47-5180885
Daniele Marie Donahoe	Ceo	1 Nov 2015	Other	2675613
Sandra Bradley Carlson	Cco	1 Nov 2015	Other	4507978
Leah Robertson Maybry	Managing member	1 Nov 2015	Other	6588364
Rinehart Wealth Management	Member	1 Nov 2015	50% - 75%	107236
Robertson Maybry Llc	Member	1 Nov 2015	50% - 75%	47-5180885
Leah R. Maybry	President	1 Nov 2015	Other	6588364

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Daniele Marie Donahoe	Ceo	1 Sep 2015	50% - 75%	2675613
Leah Robertson Maybry	Ceo	1 Sep 2015	75% - 100%	6588364
Mary Appleton Cosby Rinehart	Chairman	1 Sep 2015	25% - 50%	2618229
Leah R. Maybry	Ceo	1 Sep 2015	75% - 100%	6588364

Based in Charlotte

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.