Mayfair Advisory Group

Mayfair Advisory Group

Mayfair Advisory Group was established in Birmingham, Alabama in 2019. The firm registered with the SEC as a registered investment advisor, positioning itself to serve individuals, high-net-worth households, trusts, and various business entities with a mix of investment management, financial planning, and retirement plan consulting. It does not stem from a disclosed family wealth origin, operating instead as an independent wealth management practice built from scratch in the post-DOL fiduciary rule era. The firm's core service lines span investment advisory, comprehensive financial planning, and employer-sponsored retirement plan consulting. On the investment side, Mayfair constructs portfolios that typically blend individual securities, mutual funds, and ETFs across public equities and fixed income. Its retirement plan practice advises plan sponsors on fund selection, fiduciary governance, and participant education — a line that often provides recurring, sticky revenue for firms of this profile. While the firm does not publicly disclose its total deployment or client count, its structure suggests a generalist wealth manager serving the local professional and business-owner market in the Southeast. As of its last regulatory filing, Mayfair Advisory Group operates from a single office in Birmingham with a lean team. The firm does not publicly report assets under management or list named principals. The advisor's ADV filing likely reflects a practice with under $100 million in regulatory assets, given the absence of publicly reported figures and the firm's brief operating history. There are no adjacent philanthropic foundations, club memberships, or spin-out vehicles on record. Mayfair's structural differentiator is its dual focus on private-client wealth management and small- to mid-market retirement plan consulting — a combination that lets a compact firm cross-sell from the 401(k) committee room to individual planning relationships with business owners and executives. In a consolidating landscape where roll-up platforms and aggregators increasingly dominate, Mayfair remains a locally anchored, independent advisor without disclosed institutional backing.