Mayfair Advisory Group, LLC
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
FINTRXOverview
Mayfair Advisory Group, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2019. The firm bills itself as a capital allocator serving both individual and family clients alongside institutional and business clients. Compensation is a mix of percentage-of-AUM and fixed fees. Core advisory services listed in regulatory filings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities8%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2
Joseph Mason
Partner, CIOCRD 3235287
Charles Smith
Co-Chief Investment OfficerCRD 4609881
Contacts
2 of 2
Samuel Kirkpatrick
PartnerCRD 4356016
Jadie Burney Iii
Financial AdvisorCRD 7046941
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 116Active vs passive
$282M in ETFs
55%
$155M
43%
$127M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $26.4M | 121,983 | 9.35% |
Location
Mountain Brk, AL
Jefferson
Location
Mountain Brk, AL
Headquartered in Mountain Brk, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- 110 Office Park Dr
- Time zone
- CT (UTC-6)
- Office locations
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