$255.8M Total AUM
$255.8M Disc. AUM
17.0% 3Y CAGR
3 Employees
143 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2021
- Office Locations
- 1
Office Locations
6101 Carnegie Blvd. Suite 550 Charlotte NC
About Muirfield Wealth Advisors LLC
Muirfield Wealth Advisors is a Charlotte, NC-based firm providing personalized financial planning and comprehensive wealth management, often coordinated with clients’ attorneys and accountants. The practice focuses on portfolio construction and risk management, with ETF-heavy allocations complemented by mutual funds and fixed income, and can incorporate alternative investments and insurance planning. Custodies through Raymond James.
Team overview
30 AVG AGE
$127.9M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
4.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Accredited Investors
Glacier
Asset Classes
Insight Value vector Vertex harbor Oak horizon Focus glacier Vertex Capital Matrix Meridian
Client Personas
Horizon meridian Pathway vector Glacier bridge Focus
Custodian
Value capital Timber Peak
Investment Themes
Oak fusion Peak Element Focus meridian Timber Fusion
Investment Vehicles
Radial
Services
Radial Capital summit Crest alpha Unison Beacon glacier Ember Atlas summit Glacier fusion Frontier vital Meridian Beacon eagle Wave meridian
Owner & Executives
JOSHUA REESE BAILEY II
Chief Compliance Officer, Financial Advisor, MANAGING PRINCIPAL
- CRD
- #6199964
- Ownership
- 75% or more
(978) 763-2664
beacon.beacon@glaciercapital.com
in linkedin.com/in/momentum-meridian
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Unlock allContacts
PHILIP REESE BAILEY
--
- CRD
- #1215648
(253) 501-3897
momentum.ridge@crestcapital.com
in linkedin.com/in/timber-summit
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $255,776,091 | $528,463 |
| Non-Discretionary | $0 | -- |
| Total | $255,776,091 | $528,463 |
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Separately Managed Accounts
Total SMA Asset: $255,776,091
Equity - Exchange:
21.6% Public Funds:
19.0% Other:
13.2% Cash:
14.6% Corporate - Investment Grade:
22.4% Municipal Bonds:
9.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $621,797,478 | 21.6% |
| Public Funds | $546,951,485 | 19.0% |
| Other | $379,987,348 | 13.2% |
| Cash | $420,289,036 | 14.6% |
| Corporate - Investment Grade | $644,827,014 | 22.4% |
| Municipal Bonds | $264,839,666 | 9.2% |
| Total | $2,878,692,027 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION EMBER | QUANTUM LEGACY | N1TLZPROK | WYJU | 7.87% | $86,948,882 |
| SUMMIT PIONEER | VECTOR ZENITH | C4QT0M5EH | UCF | 7.05% | $103,768,548 |
| NORTH FRONTIER | CATALYST QUANTUM | 7T1MHUA18 | ZDGJ | 11.56% | $35,031,101 |
| FUSION HARBOR BRIDGE | RADIAL FRONTIER | QWM3O5GEI | ZAP | 8.05% | $45,466,154 |
| HORIZON HORIZON | FUSION PRIME | FYORQLWD1 | HPN | 9.80% | $67,878,288 |
| INSIGHT GLACIER EAGLE | VECTOR SIGNAL | IW65MP7P2 | GNG | 10.76% | $35,980,053 |
| MOMENTUM FOCUS EAGLE | VERTEX MOMENTUM | 42NHI9KUW | MQKI | 11.79% | $108,568,980 |
| FUSION VERTEX | ELEMENT CREST | PPC56KBVO | IQB | 4.32% | $92,915,695 |