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 that positions itself as a capital allocator for both high-net-worth individuals and institutional clients. The firm’s advisory services span financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers — indicating a blended advisory/outsourced CIO posture rather than a pure brokerage or transactional model. Investment behavior is skewed toward pooled public vehicles. Filings and holdings show a core allocation to mutual funds and ETFs, with the largest single position being the Vanguard Value Index Fund. That suggests Mayfair builds client portfolios around low-cost, diversified fund exposures with an evident value tilt in its public equity sleeve. The firm is not an active ESG investor according to filings, and it charges a mix of percentage-of-AUM and fixed fees.