Birmingham, AL Cahaba Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mayfair Advisory Group, LLC
Team
Firm-wide stats for Mayfair Advisory Group, LLC
About
Mayfair Advisory Group serves a mix of individual and high-net-worth clients, as well as trusts, non-profits, and employer-sponsored retirement plans, offering financial planning, consulting, portfolio management and retained wealth management services. The firm reports over $800 million in discretionary and non‑discretionary assets under management and provides both investment management and stand‑alone planning engagements.
Investment decisions are made by an Investment Committee of the firm’s principals and are implemented through mutual funds, ETFs, separately managed accounts and selected Independent Managers, with periodic use of interval funds for certain allocations. Portfolios are tailored to clients’ risk tolerance, time horizon and broader financial plans, and the firm performs ongoing monitoring and due diligence of third‑party managers it selects.
Compared with similarly sized advisory teams, MAG’s asset base per advisor is unusually large — more than $200 million of AUM per advisor — and the firm maintains institutional custody relationships (Schwab and Fidelity) that provide access to institutional trading desks, block trading and technology/support services. The firm also offers ERISA fiduciary retirement plan consulting and ongoing oversight of held‑away products (e.g., variable annuities and employer plan assets) alongside its individual wealth management work.
Based on Mayfair Advisory Group, LLC
Expertise
Based on Mayfair Advisory Group, LLC
Location
3300 Cahaba Road, Suite 200
Birmingham AL 35223
Advisors at this office
3
Advisors at this office
Samuel K
Series 63, Series 65
Birmingham, AL
Mayfair Advisory Group, LLC
Samuel Kirkpatrick is a financial advisor at Mayfair Advisory Group, LLC in Birmingham, AL, with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Mayfair Advisory Group since 2019, following 19 years at BHK Investment Advisors. Mayfair Advisory Group serves individual and high-net-worth clients, trusts, non-profits, and employer-sponsored retirement plans, providing financial planning, consulting, portfolio management, and retained wealth management services. The firm manages over $800 million in assets and uses a committee-based investment approach that incorporates mutual funds, ETFs, separately managed accounts, and selected independent managers.
Charles S
Series 66
Birmingham, AL
Mayfair Advisory Group, LLC
Charles Smith is a financial advisor at Mayfair Advisory Group, LLC in Birmingham, AL, holding a Series 66 designation with 23 years of industry experience. He previously worked at BHK Investment Advisors, LLC for five years before joining Mayfair Advisory Group in 2019. Outside of his advisory role, he has a minority ownership interest in a family limited partnership unrelated to investment activities. Mayfair Advisory Group serves individual and high-net-worth clients, trusts, non-profits, and employer-sponsored retirement plans, providing financial planning, consulting, portfolio management, and retained wealth management services. The firm manages over $800 million in assets and employs an Investment Committee to tailor portfolios using mutual funds, ETFs, separately managed accounts, and selected independent managers.
Joseph M
Series 63, Series 65
Birmingham, AL
Mayfair Advisory Group, LLC
Joseph Mason is a financial advisor at Mayfair Advisory Group, LLC in Birmingham, AL, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mayfair Advisory Group since 2019, following an 11-year tenure at Bhk Investment Advisors. Mayfair Advisory Group serves individual and high-net-worth clients, trusts, non-profits, and employer-sponsored retirement plans, providing financial planning, consulting, portfolio management, and retained wealth management services. The firm manages over $800 million in assets and employs a committee-based approach to investment decisions, utilizing a range of investment vehicles tailored to client needs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)