MAYBRY MCSHANE FAMILY OFFICES, LLC
CRD #281882 SEC #801-107012 CHARLOTTE, NC 980-585-3360
SEC Registered
Total AUM
$908.8M
Discretionary
$378.3M
Employees
4
Clients
1
Accounts
7
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARLSON, SANDRA, BRADLEY | I | CCO | NA | Control |
| CARLSON, SANDRA, BRADLEY | I | CCO | NA | Control |
| CARLSON, SANDRA, BRADLEY | I | CCO | NA | Control |
| CARLSON, SANDRA, BRADLEY | I | CCO | NA | Control |
| CARLSON, SANDRA, BRADLEY | I | CCO | NA | Control |
| DONAHOE, DANIELE, MARIE | I | CEO | NA | Control |
| DONAHOE, DANIELE, MARIE | I | CEO | NA | Control |
| DONAHOE, DANIELE, MARIE | I | CEO | NA | Control |
| DONAHOE, DANIELE, MARIE | I | CEO | NA | Control |
| DONAHOE, DANIELE, MARIE | I | CEO | NA | Control |
| MAYBRY, LEAH, ROBERTSON | I | MANAGING MEMBER | NA | Control |
| MAYBRY, LEAH, ROBERTSON | I | MANAGING MEMBER | NA | Control |
| MAYBRY, LEAH, ROBERTSON | I | MANAGING MEMBER | NA | Control |
| MAYBRY, LEAH, ROBERTSON | I | MANAGING MEMBER | NA | Control |
| Maybry, Leah, R. | I | PRESIDENT | NA | Control |
| RINEHART WEALTH MANAGEMENT | DE | DOMESTIC ENTITY | D | Control |
| RINEHART WEALTH MANAGEMENT | DE | MEMBER | D | Control |
| RINEHART WEALTH MANAGEMENT | DE | MEMBER | D | Control |
| RINEHART WEALTH MANAGEMENT | DE | MEMBER | D | Control |
| RINEHART WEALTH MANAGEMENT | DE | MEMBER | D | Control |
| ROBERTSON MAYBRY LLC | DE | DOMESTIC ENTITY | D | Control |
| ROBERTSON MAYBRY LLC | DE | MEMBER | D | Control |
| ROBERTSON MAYBRY LLC | DE | MEMBER | D | Control |
| ROBERTSON MAYBRY LLC | DE | MEMBER | D | Control |
| ROBERTSON MAYBRY LLC | DE | MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MAYBRY, LEAH, ROBERTSON | I | ROBERTSON MAYBRY LLC | E | Control |
| MAYBRY, LEAH, ROBERTSON | I | ROBERTSON MAYBRY LLC | E | Control |
| MAYBRY, LEAH, ROBERTSON | I | ROBERTSON MAYBRY LLC | E | Control |
| MAYBRY, LEAH, ROBERTSON | I | ROBERTSON MAYBRY LLC | E | Control |
| Maybry, Leah, R. | I | ROBERTSON MAYBRY LLC | E | Control |
| DONAHOE, DANIELE, MARIE | I | RINEHART WEALTH MANAGEMENT | D | Control |
| DONAHOE, DANIELE, MARIE | I | RINEHART WEALTH MANAGEMENT | D | Control |
| DONAHOE, DANIELE, MARIE | I | RINEHART WEALTH MANAGEMENT | D | Control |
| DONAHOE, DANIELE, MARIE | I | RINEHART WEALTH MANAGEMENT | D | Control |
| DONAHOE, DANIELE, MARIE | I | RINEHART WEALTH MANAGEMENT | D | Control |
| RINEHART, MARY, APPLETON COSBY | I | RINEHART WEALTH MANAGEMENT | C | Control |
| RINEHART, MARY, APPLETON COSBY | I | RINEHART WEALTH MANAGEMENT | C | Control |
| RINEHART, MARY, APPLETON COSBY | I | RINEHART WEALTH MANAGEMENT | C | Control |
| RINEHART, MARY, APPLETON COSBY | I | RINEHART WEALTH MANAGEMENT | C | Control |
Registrations
Federal
IA
Mar 30, 2018 REGISTERED
Notice Filings (1)
NC
Address
521 E. MOREHEAD STREETSUITE 580
CHARLOTTE, NC 28202
United States
Phone: 980-585-3360