Mayfair Advisory Group, LLC
● SEC registered since 2019CRD 304668SEC# 801-117219Birmingham, AL
Reg. AUM
$806.4M
Employees
4
Accounts
1,240
Location
Birmingham, AL
Mayfair Advisory Group, LLC assets under management
Mayfair Advisory Group, LLC is an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2019. It reports $806.4 million in regulatory assets under management and employs 4 people.
Mayfair Advisory Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Mitchell Smith Control | Co-Chief Investment Officer | 25-50% | 2019 |
| Joseph Christopher Mason Control | Co-Chief Investment Officer | 25-50% | 2019 |
| Samuel McCurdy Kirkpatrick Control | Chief Executive Officer, Chief Financial Officer, And Chief Compliance Officer | 25-50% | 2019 |
Frequently asked questions
How much does Mayfair Advisory Group, LLC manage?
Mayfair Advisory Group, LLC reports $806.4 million in regulatory assets under management on its Form ADV.
How many employees does Mayfair Advisory Group, LLC have?
Mayfair Advisory Group, LLC reports 4 employees.
Where is Mayfair Advisory Group, LLC located?
Mayfair Advisory Group, LLC is based in Birmingham, AL and has been SEC-registered since 2019.
Does Mayfair Advisory Group, LLC disclose fund performance?
Mayfair Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 110 Office Park Drive, Suite 220, Birmingham, AL 35223 |
| Phone | (205) 395-6970 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$806.4M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$806.4Mregulatory AUM
Discretionary $648.5MNon-discretionary $157.9M