Mayfair Advisory Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Mayfair Advisory Group reports 395 clients. They include 235 individual clients, 154 high-net-worth individuals and 6 charitable organizations. Of its assets, 80.4% ($649M across 1,217 accounts) are managed with discretion; $158M across 23 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 11% |
| High-net-worth individuals | 39% | 84% |
| Charitable organizations | 2% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 235 | $87.6M | 10.9% | $373K |
| High-net-worth individuals | 154 | $675M | 83.7% | $4.38M |
| Charitable organizations | 6 | $43.8M | 5.4% | $7.3M |
| Total | 395 | $806M | 100% | $2.04M |
- Clients
- 235
- Regulatory AUM
- $87.6M
- AUM share
- 10.9%
- Avg. per client
- $373K
- Clients
- 154
- Regulatory AUM
- $675M
- AUM share
- 83.7%
- Avg. per client
- $4.38M
- Clients
- 6
- Regulatory AUM
- $43.8M
- AUM share
- 5.4%
- Avg. per client
- $7.3M
Total
- Clients
- 395
- Regulatory AUM
- $806M
- AUM share
- 100%
- Avg. per client
- $2.04M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Mayfair Advisory Group charges 0.50%–1.00% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone financial planning and consulting is a negotiable fixed fee of $500 to $5,000, half due on signing; the fee may offset later advisory fees.
- Retirement Plan Consulting
- Retirement plan consulting is a fixed project fee of 25 to 50 basis points (0.25% to 0.50%), set by the plan sponsor agreement and scope.
Charles Smith owns 25% to 50% of Mayfair Advisory Group. Samuel Kirkpatrick is CEO; the leadership team includes Chief Investment Officer Joseph Mason. It has 4 employees.
Leadership
- Samuel KirkpatrickChief Executive Officer, Chief
- Joseph MasonCo-Chief Investment Officer
- Charles SmithCo-Chief Investment Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 25% to 50% of Mayfair Advisory Group, LLC
Charles Smith
Control person · since September 2019
- Owns 25% to 50% of Mayfair Advisory Group, LLC
Samuel Kirkpatrick
Control person · since September 2019
- Owns 25% to 50% of Mayfair Advisory Group, LLC
Joseph Mason
Control person · since September 2019
Mayfair Advisory Group’s regulatory assets grew 3.4× from $235M (January 2021) to $806M (February 2026); clients rose from 271 to 395 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $806M | 395 | 4 | 1 |
| April 2025 | $718M | 386 | 4 | 1 |
| February 2024 | $604M | 395 | 4 | 1 |
| February 2023 | $280M | 314 | 4 | 1 |
| February 2022 | $297M | 202 | 4 | 1 |
| January 2021 | $235M | 271 | 4 | 1 |
Besides its headquarters, Mayfair Advisory Group has 0 offices, with 1 listed address in Alabama.
Alabama · 1 listed address
- 110 Office Park Drive, Suite 220, BirminghamHQ
Contact and registration details
- Legal name
- Mayfair Advisory Group, LLC
- Headquarters
- 110 Office Park Drive, Suite 220, Birmingham, AL 35223
- Website
- mayfairag.com
- Phone
- 205-395-6970
- @mayfair-advisory-group
- SEC file
- 801-117219
- Structure
- Delaware LLC
- Fiscal year end
- December
Mayfair Advisory Group uses Charles Schwab ($493M, 77%) and Fidelity ($147M, 23%) as custodians for its separately managed accounts. Mayfair Advisory Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $493M77%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $147M23%
At year end, Mayfair Advisory Group’s separately managed accounts were mostly in funds (87%). Its reported 13F holdings for the quarter ended 30 June 2026 total $332M across 185 positions; the largest are Vanguard Index Fds (7.7%), Fidelity Covington Trust (6.8%) and Vanguard Index Fds (6.3%).
What the accounts hold
- Stocks8%
- Funds87%
- Cash5%
Reported 13F holdings
- $332M
- Reported 13F value
- 185
- Positions
- 45.1%
- In the 10 largest
- +15.8%
- Value vs. prior quarter
- Vanguard Index Fds · Value ETF7.7%
- Fidelity Covington Trust · Enhanced Intl6.8%
- Vanguard Index Fds · Growth ETF6.3%
- Fidelity Covington Trust · Enh Mid Cor ETF5.3%
- Fidelity Covington Trust · Enhanced Sml Cap4.2%
- Schwab Strategic TR · US Dividend EQ3.3%
- Vanguard World FD · Mega Cap Val ETF3.2%
- Apple Inc.2.9%
- Fidelity Merrimack Str TR · Total BD ETF2.8%
- Schwab Strategic TR · US Lcap GR ETF2.5%
Together, the ten largest are 45.1% of reported value.
How many clients does Mayfair Advisory Group have?
Mayfair Advisory Group has 395 clients and manages $806 million for them, as of February 2026. They include 235 individual clients, 154 high-net-worth individuals and 6 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 February 2026
What services does Mayfair Advisory Group offer?
Mayfair Advisory Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Mayfair Advisory Group charge?
Mayfair Advisory Group charges 0.50%–1.00% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable.
Source: DISCLOSURE BROCHURE FOR MAYFAIR ADVISORY GROUP, LLC, filed 12 February 2026
Which custodians does Mayfair Advisory Group use?
Mayfair Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $493M and Fidelity Brokerage Services LLC (Smithfield, RI), with $147M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 February 2026
How many financial advisors does Mayfair Advisory Group have?
Mayfair Advisory Group has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Mayfair Advisory Group invest in?
At the end of its last fiscal year, Mayfair Advisory Group’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Mayfair Advisory Group?
Mayfair Advisory Group’s direct owners are Charles Smith, Samuel Kirkpatrick and Joseph Mason, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 12 February 2026
How does Mayfair Advisory Group get paid?
Mayfair Advisory Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Mayfair Advisory Group registered with the SEC?
Yes, Mayfair Advisory Group has been registered with the SEC as an investment adviser since 20 August 2019. Its CRD number is 304668 and its SEC file number is 801-117219.
Source: Form ADV Part 1A, Item 1, filed 12 February 2026; IAPD firm record
How do I contact Mayfair Advisory Group?
Mayfair Advisory Group’s main office is at 110 Office Park Drive, Suite 220, Birmingham, AL 35223. Its phone number is 205-395-6970. Its website is mayfairag.com.