Mayfair Advisory Group, LLC

RIASEC RegisteredEst. 2019

Total AUM

$806M

Discretionary

$649M

80% of AUM

Avg account

$650K

Accounts

1,240

Employees

Advisory reps

Firm details

Headquarters: Mountain Brk, Alabama
CRD number: 304668
Registered since: August 20, 2019
Website: mayfairag.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI83.71%
Individuals10.86%
Charitable Organizations5.43%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mayfair Advisory Group, LLC is an independent registered investment adviser formed in 2019 and organized as an LLC with individual ownership. The firm positions itself as a capital allocator for both individual and institutional client types, offering fee arrangements that include a percentage-of-AUM component and fixed fees. According to its filings, the adviser provides financial planning and discretionary portfolio management for individuals, small businesses and institutions, plus pension consulting and the selection of other advisers. Mayfair is not flagged as an active ESG investor and is not designated as a multi-state adviser in the available data. The combination of capital-allocation activity and a listed ability to select outside managers suggests the firm places client capital into third‑party managers in addition to managing public market exposures directly.