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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-20-2019
- Office Locations
- 2
Office Locations
About Mayfair Advisory Group, LLC
Mayfair Advisory Group is a Birmingham, AL-based fiduciary RIA providing investment advisory and wealth planning for retail and institutional clients. The team emphasizes thoughtful planning and disciplined investing, crafting customized strategies around each client’s priorities and desired outcomes. A distribution-relevant differentiator is their focus on portfolio risk tolerance work, including a free portfolio risk analysis, supported by tools like Nitrogen.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SAMUEL MCCURDY KIRKPATRICK
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer
- CRD
- #4356016
- Ownership
- 25% but less than 50%
JOSEPH CHRISTOPHER MASON
Co-Chief Investment Officer, Financial Advisor, General Partner
- CRD
- #3235287
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Jadie Thomas Burney III
--
- CRD
- #7046941
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $648,520,665 | $532,885 |
| Non-Discretionary | $157,901,992 | $6,865,304 |
| Total | $806,422,657 | $650,341 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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