MAYBE FINANCE, INC.

Adviser information for MAYBE FINANCE, INC. last updated from Form ADV on March 1st, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 6
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 25 $0
HNW Individuals <5 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planning
Compensation Hourly chargesSubscription feesFixed fees

Identifiers

SEC RIA File Number 801-126709
SEC ERA File Number 801-126709
SEC CIK Numbers None
SEC CRD Numbers 323166
Legal Entity Identifier None

Principal Office

1900 CORPORATE DR #380024
BIRMINGHAM
AL
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: (205) 470-4803, Fax: N/A

Websites

Chief Compliance Officer

TRAVIS BRANDON WOODS
CFO & CCO
1900 CORPORATE DR #380024
BIRMINGHAM
AL
United States
Tel: (205) 470-4803
Fax: N/A
(Full email address available in API data)

Regulatory Contact

JOSH GLEN PIGFORD
CEO
1900 CORPORATE DR #380024
BIRMINGHAM
AL
United States
Tel: (205) 470-4803
Fax: N/A
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
PIGFORD, JOSHUA, GLEN Individual CEO 03/2021 > 75%
WOODS, TRAVIS, BRANDON Individual CFO, CCO 07/2021 10-25%

No. Employees, Historic

10502022202320246 on 9/8/20226 on 9/20/20226 on 10/24/20226 on 10/26/20226 on 11/1/20226 on 11/10/20226 on 11/10/20226 on 11/15/20226 on 11/17/20226 on 1/26/20236 on 2/6/20236 on 3/1/2023

No. Clients, Historic

301502022202320240 on 9/8/20220 on 9/20/20220 on 10/24/20220 on 10/26/20220 on 11/1/20220 on 11/10/20220 on 11/10/20220 on 11/15/20220 on 11/17/202226 on 1/26/202326 on 2/6/202326 on 3/1/2023