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Muirfield Wealth Advisors
Muirfield Wealth Advisors was founded in 2021 and operates from Charlotte, North Carolina. The firm serves high-net-worth individuals and small businesses,...
Muirfield Wealth Advisors
Muirfield Wealth Advisors was founded in 2021 and operates from Charlotte, North Carolina. The firm serves high-net-worth individuals and small businesses, coordinating with clients’ attorneys and accountants to build estate, charitable-giving, and trust-centered plans alongside portfolio construction. The wealth-management model is built on customized asset allocation rather than on a single pool of proprietary family capital. The firm deploys client capital across traditional and alternative asset classes, including equities, fixed income, annuities, mutual funds, ETFs, separately managed accounts, unified managed accounts, structured products, and options. Its alternative-investments practice extends to private funds, direct real estate, and private credit. Muirfield also manages discretionary wrap-fee accounts. The geographic footprint is domestic, anchored in the Southeast but accessible to clients nationwide. The firm does not publicly disclose specific portfolio-company names. Muirfield operates a single office at 6101 Carnegie Boulevard in Charlotte. Team size and total client assets are not publicly disclosed. The firm maintains a Form CRS Client Relationship Summary, satisfying SEC registered-investment-advisor disclosure requirements. In its service menu, the firm offers sustainable-investing strategies that integrate ESG criteria, including SRI screening and impact-investing mandates. Structurally, Muirfield is an RIA that acts as a fiduciary, a standard constraint that legally separates it from broker-dealers and private-family single-family offices. Its distinction lies in serving as a multi-asset allocator for private clients who want alternatives exposure without building an in-house family-office infrastructure.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Charlotte
Corporate office
6101 Carnegie Blvd. Suite 550, Charlotte, NC 28209, United States
Sector focus
Frequently asked questions
How does Muirfield Wealth Advisors incorporate alternative investments into client portfolios?
The firm treats alternatives as a core allocation sleeve rather than a satellite. Its website lists alternative investments alongside traditional asset classes such as equities and fixed income, and the firm states it believes diversification across a broad spectrum of asset classes is the best way to balance risk and return. Specific alternative strategies named include private funds, direct real estate, and private credit. Muirfield selects and monitors these allocations as part of a fully customized portfolio.
Is Muirfield Wealth Advisors a single-family office or a multi-family office?
Neither. Muirfield is structured as a registered investment advisor, not a family office. It provides portfolio management, financial planning, and alternative-investment access to high-net-worth individuals and small businesses on a client-advisory basis. The firm does not pool a single family's wealth but instead serves multiple unrelated clients.
Does Muirfield Wealth Advisors have a minimum account size or investment threshold?
The firm does not publicly disclose a minimum asset threshold. Its Form CRS Client Relationship Summary and website describe services for high-net-worth individuals, which suggests elevated client requirements, but no specific dollar figure is published.
Which geographic regions does Muirfield Wealth Advisors serve?
The firm is headquartered in Charlotte, North Carolina, and its marketing describes a client base that can span the United States. There is no public indication of an international office or non-US client focus.
What sustainable-investing capabilities does Muirfield Wealth Advisors offer?
Muirfield offers sustainable-investing strategies that incorporate environmental, social, and governance criteria. The firm's website names three approaches: socially responsible investing screening, ESG integration, and impact investing. These are available alongside traditional and alternative allocations for clients who want values-aligned portfolios.
Who runs investment decisions at Muirfield Wealth Advisors?
The firm does not publicly name a chief investment officer, portfolio manager, or other investment-committee members on its website. No principals are identified in the available sources.
Is Muirfield Wealth Advisors a fiduciary?
Yes. As a registered investment advisor, Muirfield is held to a fiduciary standard under the Investment Advisers Act of 1940, meaning it must place client interests ahead of its own. The firm makes its Form CRS Client Relationship Summary available on its website, which describes the fiduciary obligation.
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