$49.0M Total AUM
$49.0M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- BeaconAtlas +more
- Established Date
- 08-11-2022
- Office Locations
- 1
Office Locations
-- Kirkwood MO
About Mayfair Financial, LLC
Mayfair Financial, LLC is a flat-fee RIA led by Joe Petry, Ph.D., CFP®, EA, focused on tax-smart retirement planning and ongoing asset management. The firm works with retirees and near-retirees to lower taxes, optimize retirement income, and invest through diversified, allocation-driven portfolios using ETFs and mutual funds. Petry’s insights have been featured in outlets including Bloomberg and Investopedia.
Team overview
-- AVG AGE
$49.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Atlas pathway Catalyst optima Pathway
Client Personas
Eagle pathway Ember
Custodian
Unison wave Bridge focus Beacon quantum Summit harbor Matrix matrix Optima delta Vector Harbor value Harbor vector Bridge Focus delta Summit Focus fusion Focus Timber
Fund Managers
Momentum fusion Quantum frontier
Investment Themes
Harbor Legacy
Investment Vehicles
Unison Momentum
Platform
Frontier momentum North ember
Services
Pioneer delta North Matrix atlas Legacy Harbor atlas Element glacier Catalyst capital North vital
Technology
Catalyst legacy Oak Focus pathway Vertex Harbor ridge Beacon
Owner & Executives
JOSEPH ANTHONY PETRY
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #2688807
- Ownership
- 75% or more
(658) 878-5975
eagle.ember@vitalcapital.com
in linkedin.com/in/alpha-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,986,179 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,986,179 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,986,179
Public Funds:
30.0% Equity - Exchange:
39.9% Cash:
30.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $970,364,535 | 30.0% |
| Equity - Exchange | $1,290,584,832 | 39.9% |
| Cash | $973,599,083 | 30.1% |
| Total | $3,234,548,450 | 100.0% |