# Mayfair Advisory Group

Mayfair Advisory Group is a Bank / Wealth / Trust based in Birmingham, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Birmingham, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Founded:** 2019
- **Assets under management:** Below $100M (Altss estimate)
- **Website:** www.mayfairag.com
- **LinkedIn:** https://www.linkedin.com/company/mayfair-advisory-group

## Regulatory record

- **CRD number:** 304668
- **SEC file number:** 801-117219
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-12T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304668

## About

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. 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. 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.

## Sectors

- Wealth Management
- Financial Planning
- Retirement Consulting

## Questions

### What is Mayfair Advisory Group’s known posture on serving businesses versus individuals?

The firm splits its practice between private-client wealth management and institutional-adjacent retirement plan services. While high-net-worth individuals and trusts represent the personal-client base, Mayfair's employer-sponsored plan consulting creates a recurring, business-facing revenue stream. This dual-track model allows the firm to cross-serve business owners as both retirement plan fiduciaries and personal wealth managers.

## Related profiles

- [Mayfair 101](https://altss.com/profile/mayfair-101)
- [Mayfair Capital Partners](https://altss.com/profile/mayfair-capital-partners)

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Last updated: 2026-08-11T02:43:31.692Z

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