Mayfield Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Mayfield Advisors reports 40 clients. They include 23 high-net-worth individuals, 15 individual clients and 1 pension or profit-sharing plan. Of its assets, 100.0% ($143M across 117 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 38% | 9% |
| High-net-worth individuals | 57% | 88% |
| Pension and profit-sharing plans | 3% | 1% |
| Charitable organizations | 3% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 15 | $13.6M | 9.5% | $906K |
| High-net-worth individuals | 23 | $127M | 88.5% | $5.52M |
| Pension and profit-sharing plans | Fewer than 5 | $1.96M | 1.4% | $1.96M |
| Charitable organizations | Fewer than 5 | $994K | 0.7% | $994K |
| Total | 40 | $143M | 100% | — |
- Clients
- 15
- Regulatory AUM
- $13.6M
- AUM share
- 9.5%
- Avg. per client
- $906K
- Clients
- 23
- Regulatory AUM
- $127M
- AUM share
- 88.5%
- Avg. per client
- $5.52M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.96M
- AUM share
- 1.4%
- Avg. per client
- $1.96M
- Clients
- Fewer than 5
- Regulatory AUM
- $994K
- AUM share
- 0.7%
- Avg. per client
- $994K
Total
- Clients
- 40
- Regulatory AUM
- $143M
- AUM share
- 100%
- Avg. per client
- —
- 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
Mayfield Advisors charges 0.60%–1.00% a year for its Investment management services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$3M | 0.90% |
| $3M–$5M | 0.80% |
| $5M–$7M | 0.70% |
| $7M and above | 0.60% |
Fee details and sources
Other fees
- Employee benefit 401(k) plan services
- Annual fee on plan assets: 0.80% on the first $1,000,000, 0.50% on the next $4,000,000, 0.30% on the next $5,000,000, 0.20% thereafter; negotiable.
- Financial planning and consulting
- Fixed fee typically $1,500 to $7,500, or hourly at $150 to $250; minimum annual fee of $500, which may be reduced or waived.
Lamberto Torres owns 75% or more of Mayfield Advisors. The leadership team of Mayfield Advisors includes President Lamberto Torres and Chief Compliance Officer Mark Torres. It has 4 employees.
Leadership
Lamberto TorresPresident, Secretary, Treasurer- Mark TorresChief Compliance Officer and Advisor
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 75% or more of Mayfield Advisors, Inc.
Lamberto Torres
Control person · since January 2007
Mayfield Advisors’ regulatory assets grew from $122M (July 2022) to $143M (March 2026); clients were 40 in both filings and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $143M | 40 | 4 | 1 |
| March 2025 | $127M | 40 | 4 | 1 |
| March 2024 | $121M | 40 | 4 | 1 |
| July 2023 | $105M | 36 | 4 | 1 |
| July 2022 | $122M | 41 | 4 | 1 |
Besides its headquarters, Mayfield Advisors has 0 offices, with 1 listed address in California.
California · 1 listed address
- 438 Cambridge Avenue, Suite 100, Palo AltoHQ
Contact and registration details
- Legal name
- Mayfield Advisors, Inc.
- Headquarters
- 438 Cambridge Avenue, Suite 100, Palo Alto, CA 94306-1404
- Website
- mayfieldadvisors.com
- Phone
- 650-856-6600
- SEC file
- 801-124782
- Structure
- California corporation
- Fiscal year end
- December
Mayfield Advisors uses Charles Schwab ($75.4M, 53%) and Fidelity ($68M, 47%) as custodians for its separately managed accounts. Mayfield Advisors has custody of $16.2M in client assets for 4 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $75.4M53%
- FidelityNational Financial Services LLC · Boston, MA · $68M47%
At year end, Mayfield Advisors’ separately managed accounts were mostly in funds (54%) and bonds (33%).
What the accounts hold
- Stocks2%
- Funds54%
- Bonds33%
- State and local bonds19%
- U.S. government and agency bonds14%
- Cash11%
How many clients does Mayfield Advisors have?
Mayfield Advisors has 40 clients and manages $143 million for them, as of March 2026. They include 23 high-net-worth individuals, 15 individual clients and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 March 2026
What services does Mayfield Advisors offer?
Mayfield Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Mayfield Advisors charge?
Mayfield Advisors charges 0.60%–1.00% a year for its Investment management services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: MAYFIELD ADVISORS, INC. FORM ADV PART 2A, filed 2 March 2026
Which custodians does Mayfield Advisors use?
Mayfield Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $75.4M and National Financial Services LLC (Boston, MA), with $68M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026
How many financial advisors does Mayfield Advisors have?
Mayfield Advisors 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 Mayfield Advisors invest in?
At the end of its last fiscal year, Mayfield Advisors’ separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 19% state and local bonds, 14% U.S. government and agency bonds, 11% cash and equivalents and 2% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Mayfield Advisors?
Mayfield Advisors’ direct owner is Lamberto Torres (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 March 2026
How does Mayfield Advisors get paid?
Mayfield Advisors is paid through a percentage of assets under management, hourly charges 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
How do I contact Mayfield Advisors?
Mayfield Advisors’ main office is at 438 Cambridge Avenue, Suite 100, Palo Alto, CA 94306-1404. Its phone number is 650-856-6600. Its website is mayfieldadvisors.com.