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The fee is billed in advance and is negotiable.","source":"DISCLOSURE BROCHURE FOR MAYFAIR ADVISORY GROUP, LLC, filed 12 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Mayfair Advisory Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mayfair Advisory Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Mayfair Advisory Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Mayfair Advisory Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Mayfair Advisory Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Mayfair Advisory Group registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Mayfair Advisory Group?","answer":"Mayfair Advisory Group’s main office is at 110 Office Park Drive, Suite 220, Birmingham, AL 35223. Its phone number is 205-395-6970. 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