# Mayfair Financial, LLC

> Mayfair Financial, LLC is a state-registered investment advisory firm, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 18, 2026.

- CRD: 321824
- Filed as: MAYFAIR FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Missouri
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321824
- AdvisorCensus page: https://advisorcensus.com/firm/mayfair-financial-llc-321824

## Quick answers

**How is Mayfair Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Mayfair Financial, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Mayfair Financial, LLC registered with the SEC or a state?**
Mayfair Financial, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321824.

**How much does Mayfair Financial, LLC manage?**
Mayfair Financial, LLC reports $48,986,179 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (100% discretionary).

**What types of clients does Mayfair Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (19).

**Does Mayfair Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/321824

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $48,986,179
- Discretionary: $48,986,179
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 19 | $48,986,179 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mayfair-financial.com
- Facebook facebook.com
- LinkedIn @mayfairfinancial
- LinkedIn @joepetry
- X @joseph_petry_il
- YouTube @josephpetry

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mayfair Financial, LLC (CRD 321824): Form ADV filing data as of October 2026.