# Muirfield Wealth Advisors LLC

> Muirfield Wealth Advisors LLC is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 316071
- Filed as: MUIRFIELD WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316071
- AdvisorCensus page: https://advisorcensus.com/firm/muirfield-wealth-advisors-llc-charlotte-nc-316071

## Quick answers

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

**What does Muirfield Wealth Advisors LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated January 30, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Muirfield Wealth Advisors LLC located?**
Muirfield Wealth Advisors LLC's principal office is in Charlotte, NC, according to its Form ADV.

**Is Muirfield Wealth Advisors LLC registered with the SEC or a state?**
Muirfield Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316071.

**How much does Muirfield Wealth Advisors LLC manage?**
Muirfield Wealth Advisors LLC reports $255,776,091 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary).

**How have Muirfield Wealth Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Muirfield Wealth Advisors LLC: Regulatory assets under management: $0 in the October 2021 data and $255,776,091 in the October 2026 data. Total employees: 3 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 Muirfield Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (77); high net worth individuals (66).

**Which custodians does Muirfield Wealth Advisors LLC use?**
Muirfield Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Muirfield Wealth Advisors 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/316071

**Does Muirfield Wealth Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 30, 2026 says: "Muirfield Wealth generally requires a minimum relationship size of $500,000, which may be reduced at is sole discretion."

**What changed in Muirfield Wealth Advisors LLC's recent Form ADV filings?**
In the February 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated January 30, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Fees are based on the market value of assets under management at the end of the prior calendar quarter. Fees range up to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Muirfield Wealth generally requires a minimum relationship size of $500,000, which may be reduced at is sole discretion.

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

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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: $255,776,091
- Discretionary: $255,776,091
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $29,395,047 |
| High net worth individuals | 66 | $226,381,044 |

### 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: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- muirfieldwealth.com
- LinkedIn @muirfield-wealth-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 3 | September 29, 2021 |
| October 2022 | $178,500,000 | 4 | February 8, 2022 |
| October 2023 | $162,000,000 | 3 | February 24, 2023 |
| October 2024 | $189,100,000 | 4 | May 17, 2024 |
| October 2025 | $234,900,000 | 4 | February 21, 2025 |
| October 2026 | $255,776,091 | 3 | January 30, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $255,776,091 in the October 2026 data.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Muirfield Wealth Advisors LLC (CRD 316071): Form ADV filing data as of October 2026.