MAYFAIR ADVISORY GROUP, LLC
  • MAYFAIR ADVISORY GROUP, LLC
  • BIRCH WEALTH PARTNERS, LLC

Adviser Profile

As of Date 02/12/2026
Registration SEC, Approved, 08/20/2019
ADV Location BIRMINGHAM, AL, United States
Contact Info (20 xxxxxxx
Websites
AUM* 806,422,657 12%
of that, discretionary 648,520,665 16%
Number of Employees 4
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 650,341 -65%
% High Net Worth 38.99% 11%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

649M 556M 463M 371M 278M 185M 93M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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