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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MAYFAIR ADVISORY GROUP, LLC

CRD 304668

BIRMINGHAM, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:de1977fd-86ec-7c6a-d260-e68c939fb77d

Data as of Feb 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 6
On other graphs: 0
Observed: Jul 23, 2019 to Feb 12, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $806MItem 5.F on the latest filing (2026-02-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $649M
Private client RAUM: $763MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $202Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,240
Individual clients: 235
High net worth clients: 154
SEC number: 801-117219
CRD: 304668
Filings on the tape: 16
First filed: Jul 23, 2019
Latest filed: Feb 12, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SAMUEL MCCURDY KIRKPATRICK	n/a	Birmingham, AL	7	26	3	no
CHARLES MITCHELL SMITH	n/a	Birmingham, AL	7	23	4	no
JOSEPH CHRISTOPHER MASON	n/a	Birmingham, AL	7	27	3	no
Jadie Thomas Burney III	n/a	BIRMINGHAM, AL	1	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KIRKPATRICK, SAMUEL, MCCURDY	CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER	C	yes	09/2019	Sep 5, 2019	Sep 25, 2024
MASON, JOSEPH, CHRISTOPHER	CO-CHIEF INVESTMENT OFFICER	C	yes	09/2019	Sep 5, 2019	Sep 25, 2024
SMITH, CHARLES, MITCHELL	CO-CHIEF INVESTMENT OFFICER	C	yes	09/2019	Sep 5, 2019	Sep 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 12, 2026	$806M	$649M	4	4	n/a	n/a
2024	Apr 29, 2025	$718M	$561M	4	3	n/a	n/a
2023	Feb 26, 2024	$604M	$457M	4	3	n/a	n/a
2022	Feb 14, 2023	$280M	$280M	4	3	n/a	n/a
2021	Feb 23, 2022	$297M	$296M	4	3	n/a	n/a
2020	Jan 19, 2021	$235M	$234M	4	3	n/a	n/a
2019	Feb 18, 2020	$182M	$181M	4	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$806M	$718M	12.2%	$280M	42.2%	4	4	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BHK INVESTMENT ADVISORS	2	Sep 6, 2019	Sep 6, 2019	BIRMINGHAM, AL	Team lift out	RIA to new firm	33.3%

Relationships

Registered with (4)

← Jadie Thomas Burney IIIAdvisorregistration: current employment
Jul 28, 2025 to presentfactForm ADV
← JOSEPH CHRISTOPHER MASONAdvisorregistration: current employment
Sep 6, 2019 to presentfactForm ADV
← SAMUEL MCCURDY KIRKPATRICKAdvisorregistration: current employment
Sep 5, 2019 to presentfactForm ADV
← CHARLES MITCHELL SMITHAdvisorregistration: current employment
Sep 5, 2019 to presentfactForm ADV

Controls (3)

← MASON, JOSEPH, CHRISTOPHEROwnerCO-CHIEF INVESTMENT OFFICER, ownership code C, individual
Sep 5, 2019 to Sep 25, 2024factForm ADV
← KIRKPATRICK, SAMUEL, MCCURDYOwnerCHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Sep 5, 2019 to Sep 25, 2024factForm ADV
← SMITH, CHARLES, MITCHELLOwnerCO-CHIEF INVESTMENT OFFICER, ownership code C, individual
Sep 5, 2019 to Sep 25, 2024factForm ADV

Moved with (1)

← BHK INVESTMENT ADVISORSRegistered adviser2 advisors, team lift out, same day
Sep 6, 2019 to Sep 6, 2019factForm ADV

Dated events

Occurred
Feb 26, 2024
Regulatory AUM changed
Mayfair Advisory Group, Llc reported RAUM $604.4M, up 115% from $280.5M (2023-02-14 to 2024-02-26)
Form ADVobserved 5 days ago
$324M
Occurred
Sep 5, 2019
Control person joined
Mccurdy Samuel Kirkpatrick (Chief Executive Officer, Chief Financial Officer, And Chief Compliance Officer) appeared on Schedule A of Mayfair Advisory Group, Llc
Form ADVobserved 5 days ago
Occurred
Sep 5, 2019
Control person joined
Mitchell Charles Smith (Co-Chief Investment Officer) appeared on Schedule A of Mayfair Advisory Group, Llc
Form ADVobserved 5 days ago
Occurred
Sep 5, 2019
Control person joined
Christopher Joseph Mason (Co-Chief Investment Officer) appeared on Schedule A of Mayfair Advisory Group, Llc
Form ADVobserved 5 days ago
Occurred
Sep 5, 2019
Control person left
Glen Bryan Hale (Chief Compliance Officer And Member) no longer on Schedule A of Mayfair Advisory Group, Llc (listed 2019-07-23, absent 2019-09-05)
Form ADVobserved 5 days ago
Occurred
Jul 23, 2019
First Form ADV filing
Birch Wealth Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:de1977fd-86ec-7c6a-d260-e68c939fb77d
First observed: Jul 23, 2019
Last observed: Feb 12, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MAYFAIR ADVISORY GROUP, LLC

CRD 304668

BIRMINGHAM, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:de1977fd-86ec-7c6a-d260-e68c939fb77d

Data as of Feb 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:57 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SAMUEL MCCURDY KIRKPATRICK

n/a

Birmingham, AL

CHARLES MITCHELL SMITH

n/a

Birmingham, AL

JOSEPH CHRISTOPHER MASON

n/a

Birmingham, AL

Jadie Thomas Burney III

n/a

BIRMINGHAM, AL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KIRKPATRICK, SAMUEL, MCCURDY

CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER

yes

09/2019

Sep 5, 2019

Sep 25, 2024

MASON, JOSEPH, CHRISTOPHER

CO-CHIEF INVESTMENT OFFICER

yes

09/2019

Sep 5, 2019

Sep 25, 2024

SMITH, CHARLES, MITCHELL

CO-CHIEF INVESTMENT OFFICER

yes

09/2019

Sep 5, 2019

Sep 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 12, 2026

$806M

$649M

n/a

2024

Apr 29, 2025

$718M

$561M

n/a

2023

Feb 26, 2024

$604M

$457M

n/a

2022

Feb 14, 2023

$280M

n/a

2021

Feb 23, 2022

$297M

$296M

n/a

2020

Jan 19, 2021

$235M

$234M

n/a

2019

Feb 18, 2020

$182M

$181M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$806M

$718M

12.2%

$280M

42.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BHK INVESTMENT ADVISORS

Sep 6, 2019

BIRMINGHAM, AL

Team lift out

RIA to new firm

33.3%