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Mayfair Advisory Group, LLC

● SEC registered since 2019CRD 304668SEC# 801-117219Birmingham, AL
Export (members)
Reg. AUM
$718.4M
Employees
4
Accounts
386
Location
Birmingham, AL

Mayfair Advisory Group, LLC assets under management

Mayfair Advisory Group, LLC is an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2019. It reports $718.4 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/mayfair-advisory-groupView on SEC.gov ↗

Mayfair Advisory Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Charles Mitchell Smith ControlCo-Chief Investment Officer25-50%2019
Joseph Christopher Mason ControlCo-Chief Investment Officer25-50%2019
Samuel McCurdy Kirkpatrick ControlChief Executive Officer, Chief Financial Officer, And Chief Compliance Officer25-50%2019

Frequently asked questions

How much does Mayfair Advisory Group, LLC manage?

Mayfair Advisory Group, LLC reports $718.4 million in regulatory assets under management on its Form ADV.

How many employees does Mayfair Advisory Group, LLC have?

Mayfair Advisory Group, LLC reports 4 employees.

Where is Mayfair Advisory Group, LLC located?

Mayfair Advisory Group, LLC is based in Birmingham, AL and has been SEC-registered since 2019.

Does Mayfair Advisory Group, LLC disclose fund performance?

Mayfair Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address110 Office Park Drive, Suite 220, Birmingham, AL 35223
Phone(205) 395-6970
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$561.4M
Non-discretionary$157.1M
Total (RAUM)$718.4M