Mayfair Advisory Group
Overview
An innovative investment advisory and wealth planning firm based in Birmingham, Alabama, Mayfair Advisory Group focuses on creating lasting impact for its clients. As fiduciary advisors, they are committed advocates who work solely on behalf of their clients, crafting customized strategies to achieve meaningful results. Their approach emphasizes collaboration and personalized solutions to secure a fulfilling future for their clients. The firm offers a range of services, including investment management, financial planning, and wealth advisory, catering to both individual and institutional clients. They are dedicated to providing comprehensive financial solutions that address the unique needs and goals of each client. Their team of professionals thrives on developing solutions and solving problems, focusing on the clients' priorities and desired outcomes. Mayfair Advisory Group has been recognized for its growth and impact in the financial advisory sector. In 2025, they were honored by the University of Alabama at Birmingham (UAB) as a recipient of their Blazer Fast 40 award, recognizing 40 of the fastest-growing alumni-owned or alumni-managed businesses. This accolade reflects their commitment to excellence and their significant contribution to the financial services industry in the region.
Investment Focus
- Focus on equity, fixed income, real estate, private equity, and venture capital investments
- Preference for early-stage to pre-IPO companies
- Geographical focus on the United States
- Interest in a diverse range of industries including financial services, healthcare, technology, consumer goods, energy, real estate, manufacturing, retail, telecommunications, media, transportation, utilities, education, agriculture, and hospitality
Portfolio Companies
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Frequently asked questions about Mayfair Advisory Group
What sectors does Mayfair Advisory Group invest in?
Mayfair Advisory Group invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Birmingham, United States. Mayfair Advisory Group is listed as a private investment firm in the ConnectSafely investor database.
What stage does Mayfair Advisory Group invest at?
Mayfair Advisory Group backs companies at Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Mayfair Advisory Group invest in?
Mayfair Advisory Group invests across United States.
Who are the partners at Mayfair Advisory Group?
Team members listed for Mayfair Advisory Group include Charles Smith (Partner) and J Chris Mason (Partner).
What companies has Mayfair Advisory Group invested in?
Mayfair Advisory Group's portfolio includes United Community Banks, Inc..
How do I contact Mayfair Advisory Group?
Mayfair Advisory Group's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
