SourcingSourcing

MAYFAIR ADVISORY GROUP, LLC

C32
CRD 304668·SEC 801-117219·BIRMINGHAM, AL
AUM
$806.4M
$500M-$1B
Est. Revenue
$8.1M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MAYFAIR ADVISORY GROUP, LLC
CRD
304668
SEC file #
801-117219
EIN
842953346
DBA names
—

Economics

AUM
$806.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$166.9M → $806.4M▲ +383%
Client mix
Individuals Other235
Individuals High Net Worth154
Charitable Organizations6

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
BIRMINGHAM AL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/12/2026
ADV-W filed at
—
Website
linkedin.com/company/mayfair-advisory-group(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KIRKPATRICK, SAMUEL, MCCURDY
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
KIRKPATRICK, SAMUEL, MCCURDY
MASON, JOSEPH, CHRISTOPHER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:mayfair.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Participants
4
Form 5500 Total Compensation
68,245
Form 5500 Compensation Trajectory 3y
202568,245
20240
Form 5500 Plan Count Trajectory 3y
20254
20241
Schedule C Total Compensation
68,245
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Cik
0001801926
Edgar Registered
Yes
Edgar Filing Count
27
Edgar First Filing Date
2020-02-12
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
26
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001801926-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.6122
Soi Zip Pct 200k Plus
0.4147
Soi Zip Returns 200k Plus
2,310
Soi Zip Total AGI
2,406,401
Fdic Zip Total Deposits
30,980,242,000
Fdic Zip Branch Count
280
Fdic Zip Top Banks
Regions Bank
Truist Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
110 OFFICE PARK DRIVE, SUITE 220BIRMINGHAM, AL 35223
Business
110 OFFICE PARK DRIVE, SUITE 220BIRMINGHAM, AL 35223
Edgar EIN
842953346
Edgar Recent Filings
13F-HR2026-04-21 · 0001801926-26-000002
13F-HR2026-01-21 · 0001801926-26-000001
Fdic Zip Branches Raw
First Alabama BankMountain Brook, AL
National Bank of Commerce of BirminghamBirmingham, AL
Fdic Zip HHI
1053.72
Fdic Zip Top Bank Share Pct
18.31
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI9,608
Returns960
Stub 2
AGI17,376
Returns460
Stub 3
AGI27,487
Returns440
Soi Zip Total Business Income
71,712
Soi Zip Total Cap Gains
389,252
Soi Zip Total Dividends
188,443
Soi Zip Total Returns
5,570
Top Owner CRD
4356016
Trust Company Affiliate
No

People (4)

4
SMITH, CHARLES, MITCHELL
IAR · Direct Owner · 37.5%
4609881
MASON, JOSEPH, CHRISTOPHER
IAR · Direct Owner · 37.5%
3235287
KIRKPATRICK, SAMUEL, MCCURDY
IAR · Direct Owner · 37.5%
4356016
Jadie Thomas Burney III
IAR
7046941