MAYFIELD ADVISORS, INC.

RIASEC RegisteredEst. 2022

Total AUM

$143M

Discretionary

$143M

100% of AUM

Avg account

$1.2M

Accounts

117

Employees

Advisory reps

Firm details

Headquarters: PALO ALTO, California
CRD number: 144072
Registered since: April 29, 2022
Website: www.mayfieldadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.47%
Individuals9.47%
Pension & Profit Sharing Plans1.37%
Charitable Organizations0.69%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mayfield Advisors, Inc. is an independent registered investment adviser that began SEC registration in 2022 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, and describes itself as a capital allocator. Advisory services listed on its filing include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not an active ESG investor and is not registered as a multi-state adviser. An accounting professional is cited among its industry affiliations.