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MAYFAIR ADVISORY GROUP, LLC

BIRMINGHAM, AL · CRD 304668 · IAPD ↗ · (205) 395-6970

$806.4MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2024 — MAYFAIR ADVISORY GROUP, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — MAYFAIR ADVISORY GROUP, LLC crossed $500M in regulatory AUM ($280.5M -> $604.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.