Wealth Manager
    SEC Registered
    Manages Private Funds

    Mayfair Advisory Group, LLC

    Registered investment advisor · Birmingham, Alabama · CRD #304668

    Assets Under Management
    $806M
    Client Accounts
    1,240
    Employees
    4
    CRD Number
    304668
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Mayfair Advisory Group, LLC

    Mayfair Advisory Group, LLC is an investment advisory firm based in Birmingham, Alabama, offering financial planning, consulting, and investment management services. It focuses on wealth planning and portfolio management.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Mayfair Advisory Group, LLC's AUM?

    Mayfair Advisory Group, LLC reports approximately $806M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Mayfair Advisory Group, LLC headquartered?

    Mayfair Advisory Group, LLC is headquartered in Birmingham, Alabama.

    What is Mayfair Advisory Group, LLC's CRD number?

    Mayfair Advisory Group, LLC's CRD number is 304668. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Mayfair Advisory Group, LLC manage?

    Mayfair Advisory Group, LLC manages approximately 1,240 client accounts according to its latest SEC filing.

    Is Mayfair Advisory Group, LLC SEC registered?

    Yes, Mayfair Advisory Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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