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Co-Chief Investment Officer · Mayfair Advisory Group, LLC

Charles M. Smith

CRD 4609881 · Named on Form ADV at one SEC-registered adviser

At a glance

Mayfair Advisory Group, LLC, an SEC-registered wealth manager based in Birmingham, AL with $806 million in regulatory assets, lists Charles M. Smith on its Form ADV as Co-Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Charles’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Samuel M. KirkpatrickChief Executive Officer, Chief Financial Officer, and Chief Compliance Officer, Mayfair Advisory Group, LLC
  • Joseph C. MasonCo-Chief Investment Officer, Mayfair Advisory Group, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.