MAYFAIR ADVISORY GROUP, LLC

CRD 304668File 801-117219

APPROVED

Retail clients

Filing as of Feb 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$806.4M

Above cohort median (national)

Discretionary AUM

$648.5M

Non-discretionary $157.9M

Clients

395

1,240 accounts

Employees

Above cohort median in AL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Aug 20, 2019
Principal office: 110 OFFICE PARK DRIVE, SUITE 220, BIRMINGHAM, AL, 35223
Phone: (205) 395-6970
Website: https://www.linkedin.com/company/mayfair-advisory-group/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $806.4M
Discretionary AUM: $648.5M
Non-discretionary AUM: $157.9M
Discretionary accounts: 1,217
Non-discretionary accounts: 23
Total accounts: 1,240
AUM per client: $2.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	6	$43.8M
High net worth individuals	154	$675.0M
Individuals (other than high net worth individuals)	235	$87.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.