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| Mayfair Advisory Group LLC
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|---|---|
| CRD # | 304668 |
| SEC # | 801-117219 |
| CIK # | 0001801926 |
| AUM | $280.5 MM (2023-02-14) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 205-800-4311 |
| Address | 3300 Cahaba Road Birmingham, AL 35223 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 5.6 | |
| XOM | 385,508.3 | 2.0 | |
| UCBI | 3,187.2 | 1.5 | |
| SO | 75,035.5 | 1.3 | |
| RY | 136,439.1 | 1.2 | |
| AME | 25,427.8 | 1.1 | |
| CVX | 294,604.1 | 1.1 | |
| KO | 269,985.6 | 1.0 | |
| SFBS | 4,247.1 | 1.0 | |
| MSFT | 1,918,222.4 | 1.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 237 | 56.9 |
| (b) Individuals (high net worth individuals) | 71 | 189.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.8 |
| (h) Charitable organizations | 6 | 30.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 938 | 280.5 |
| By Discretionary | ||
| Discretionary | 929 | 279.7 |
| Non-Discretionary | 9 | 0.8 |
| Total | 938 | 280.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 280.5 | |
| Total | 938 | 280.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001801926] |
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|---|---|---|
|
Cargile Investment Management Inc
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TX | 0.3 |
|
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FL | 0.3 |
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Camden Wealth Advisors LLC
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TX | 0.3 |
|
West Michigan Advisors LLC
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MI | 0.3 |
|
Freedom Wealth Alliance LLC
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WI | 0.3 |
|
The Karras Company Inc
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UT | 0.3 |