BIRMINGHAM, ALCRD 304668Latest ADV February 12, 2026
Mayfair Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated February 12, 2026, reports $806M in regulatory assets under management, 4 employees, and 1,240 accounts.
Assets Under Management
$806M
Employees
4
Offices
--
Total Clients
395
Primary office
BIRMINGHAM, AL
110 OFFICE PARK DRIVE, SUITE 220, BIRMINGHAM, AL, United States
Top client segmentIndividuals represent 59.5% of total clients.
Top client categories% of clientsClients
1
Individuals
59.5%
235
2
HNWI
39.0%
154
3
Charitable
1.5%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$806Mas of February 12, 2026
Discretionary80.4%
$649M
80% of total RAUM80.4%
Non-discretionary19.6%
$158M
20% of total RAUM19.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$806M
Total Accounts1,240
10Y AUM Change+$806M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee99:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.