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MAYFAIR ADVISORY GROUP, LLC
CRD 304668 · SEC 801-117219
110 OFFICE PARK DRIVE, SUITE 220, BIRMINGHAM, AL, 35223, United States
Phone
(205) 395-6970
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$806.4M
Discretionary AUM
$648.5M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 235 | $87.6M |
| High net worth individuals | 154 | $675.0M |
| Charitable organizations | 6 | $43.8M |
States served
AL, GA, TN
All web addresses on file
Official SEC filing: View on IAPD