# Mayfair Advisory Group, LLC

> Mayfair Advisory Group, LLC is an SEC-registered investment advisory firm in Birmingham, AL, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 304668
- Filed as: MAYFAIR ADVISORY GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Birmingham, AL
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304668
- AdvisorCensus page: https://advisorcensus.com/firm/mayfair-advisory-group-llc-birmingham-al-304668

## Quick answers

**How is Mayfair Advisory Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Mayfair Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Mayfair Advisory Group, LLC located?**
Mayfair Advisory Group, LLC's principal office is in Birmingham, AL, according to its Form ADV.

**Is Mayfair Advisory Group, LLC registered with the SEC or a state?**
Mayfair Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304668.

**How much does Mayfair Advisory Group, LLC manage?**
Mayfair Advisory Group, LLC reports $806,422,657 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (80% discretionary).

**How have Mayfair Advisory Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Mayfair Advisory Group, LLC: Regulatory assets under management: $234,830,000 in the October 2021 data and $806,422,657 in the October 2026 data, up 243%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mayfair Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (235); high net worth individuals (154); charitable organizations (6).

**Which custodians does Mayfair Advisory Group, LLC use?**
Mayfair Advisory Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Mayfair Advisory Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304668

**What changed in Mayfair Advisory Group, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $718,448,245 to $806,422,657 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $806,422,657
- Discretionary: $648,520,665
- Non-discretionary: $157,901,992

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 235 | $87,602,135 |
| High net worth individuals | 154 | $675,038,458 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 6 | $43,782,064 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, GA, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mayfairag.com
- LinkedIn @mayfair-advisory-group
- X @MayfairAG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $234,830,000 | 4 | January 19, 2021 |
| October 2022 | $296,820,325 | 4 | February 23, 2022 |
| October 2023 | $280,492,611 | 4 | February 14, 2023 |
| October 2024 | $604,425,829 | 4 | September 25, 2024 |
| October 2025 | $718,448,245 | 4 | April 29, 2025 |
| October 2026 | $806,422,657 | 4 | February 12, 2026 |

Regulatory assets under management: $234,830,000 in the October 2021 data and $806,422,657 in the October 2026 data, up 243%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $718,448,245 to $806,422,657 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mayfair Advisory Group, LLC (CRD 304668): Form ADV filing data as of October 2026.