# Mayport Wealth Management

> Mayport Wealth Management is an SEC-registered investment advisory firm, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 288215
- Filed as: MAYPORT WEALTH MANAGEMENT
- Legal name: Mayport, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288215
- AdvisorCensus page: https://advisorcensus.com/firm/mayport-wealth-management-288215

## Quick answers

**How is Mayport Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Mayport Wealth Management reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Mayport Wealth Management registered with the SEC or a state?**
Mayport Wealth Management is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 288215.

**How much does Mayport Wealth Management manage?**
Mayport Wealth Management reports $694,906,748 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (97% discretionary).

**How have Mayport Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Mayport Wealth Management: Regulatory assets under management: $126,639,640 in the October 2021 data and $694,906,748 in the October 2026 data, up 449%. Total employees: 1 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mayport Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (112); individuals (other than high net worth individuals) (40).

**Which custodians does Mayport Wealth Management use?**
Mayport Wealth Management'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 Mayport Wealth Management 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/288215

**What changed in Mayport Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $481,532,920 to $694,906,748 (+44%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Minimum annual fee: $10,000

> The Advisor imposes a minimum fee of $10,000, which can be waived at the sole discretion of the Advisor.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $694,906,748
- Discretionary: $671,841,522
- Non-discretionary: $23,065,226

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $9,755,104 |
| High net worth individuals | 112 | $678,876,885 |
| Corporations or other businesses not listed above | Fewer than 5 | $6,274,759 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, MA, NH, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mayport.com
- thecenterlane.com
- Facebook @mayportwealth
- Instagram @mayportwealth
- LinkedIn @mayport
- YouTube @mayport

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $126,639,640 | 1 | August 4, 2021 |
| October 2022 | $220,932,415 | 1 | April 1, 2022 |
| October 2023 | $213,300,718 | 2 | July 27, 2023 |
| October 2024 | $350,407,900 | 2 | February 2, 2024 |
| October 2025 | $481,532,920 | 2 | March 24, 2025 |
| October 2026 | $694,906,748 | 3 | March 10, 2026 |

Regulatory assets under management: $126,639,640 in the October 2021 data and $694,906,748 in the October 2026 data, up 449%.
Total employees: 1 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $481,532,920 to $694,906,748 (+44%).

### December 2025
- Registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mayport Wealth Management (CRD 288215): Form ADV filing data as of October 2026.