Mayfair Advisory Group, LLC

Overview

Mayfair Advisory Group, LLC is an SEC registered investment adviser based in Mountain Brk, AL, registered since 2019. It reports $806M in assets under management across 1,240 accounts, with 4 employees. It has 4 investment adviser representatives.

Reported AUM

$806M

Discretionary

80%

Accounts

1,240

Average account

$65K

Employees

4

Advisory reps

4

Registered since

2019

Jurisdictions

3

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Samuel McCurdy Kirkpatrick Chief Executive Officer, Chief Financial Officer, Chief Compliance Officer CRD 4356016
• Charles Mitchell Smith Co Chief Investment Officer CRD 4609881
• Joseph Christopher Mason Co Chief Investment Officer CRD 3235287

Advisory reps 3 of 4

• Jadie Thomas Burney III Investment Adviser Rep CRD 7046941
• Samuel Mccurdy Kirkpatrick Investment Adviser Rep CRD 4356016
• Joseph Christopher Mason Investment Adviser Rep CRD 3235287

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

110 Office Park Dr Ste 220
Mountain Brk, AL 35223

County

Jefferson

Metro area

Birmingham-Hoover, AL

Region

South

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: mayfairag.com

Every state, with registration dates

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