Mayfair Financial, LLC

Overview

Mayfair Financial, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients through fixed-fee financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm’s portfolio activity is concentrated in public funds and mutual funds as its primary investment vehicle, but it supplements those core holdings with allocations to third‑party alternative managers in real estate, commodities and oil & gas. Mayfair Financial is not identified as an active ESG investor and appears to operate as a single-office RIA with an owner‑type listed as individual. The firm’s business model emphasizes fee-based planning and discretionary portfolio management for a small client base. Given the heavy concentration in mutual funds, Mayfair Financial appears to favor pooled vehicles for implementation and diversification while using external specialist managers to provide exposure to specific alternative sectors where it lacks internal capability.

Assets & Accounts

Investments & Alternatives

Location & Offices