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Mayfair Advisory Group, LLC
Mayfair Advisory Group, LLC is an SEC-registered investment adviser headquartered in Birmingham, Alabama. Founded in 2019, the firm serves high net worth individuals, individuals, and select charitable organizations, offering portfolio management and financial advisory services. With an employee count of 4 (primarily investment professionals), Mayfair manages over $600 million in assets across more than 400 client accounts.
Investment Strategy
Mayfair Advisory Group employs a client-driven investment approach, focusing on individualized portfolio management tailored to the financial goals and risk tolerance of each account holder. Their strategy is diversified across equities and ETFs, with a concentration in large-cap stocks and a selection of passive index and actively managed funds. They aim to provide access to both growth and income investments, with dynamic asset allocation responsive to market developments and client objectives.
Latest 13F Filing Activity
Mayfair Advisory Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 190 equity positions with a total 13F market value of $233M. The fund increased holdings in Fidelity Covington Trust, Fidelity Covington Trust, Vanguard World FD among other positions. Mayfair Advisory Group, LLC reduced exposure to Schwab Strategic TR, J P Morgan Exchange Traded F, J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (190)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 6.33% | $14.8M | 30,761 | $297.32 | $479.61 | +$1.4M |
V VTV | VANGUARD INDEX FDS | 6.22% | $14.5M | 77,741 | $154.01 | $186.49 | +$1.4M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 4.29% | $10.0M | 175,221 | $55.54 | $57.10 | -$566.5K |
S SCHD | SCHWAB STRATEGIC TR | 4.09% | $9.5M | 349,671 | $22.81 | $27.30 | -$1.6M |
S SCHG | SCHWAB STRATEGIC TR | 3.63% | $8.5M | 265,307 | $17.83 | $31.91 | +$535.1K |
Industry Allocation
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