Charles Smith
Mayfair Advisory Group · Birmingham, Alabama
Charles Smith is a fee-only financial advisor at Mayfair Advisory Group in Birmingham, Alabama. Mayfair Advisory Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Mayfair Advisory Group |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $806.4M across 1,240 accounts |
| SEC registration | Investment adviser representative in AL · CRD 4609881 |
| Exams passed | Series 66 (2003) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.mayfairag.com |
| Profile |
How Charles's firm compares
- Mayfair Advisory Group's average account is about $650,000, from its Form ADV (assets managed divided by 1,240 accounts).
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Questions about Charles
Is Charles Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Mayfair Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Mayfair Advisory Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Charles Smith based?
Charles Smith is based in Birmingham, Alabama.
Is Charles Smith registered with the SEC?
Yes. Charles Smith is registered as an investment adviser representative in AL (CRD 4609881), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mayfair Advisory Group manage?
Mayfair Advisory Group reports $806.4M across 1,240 accounts in assets under management.
How do I contact Charles Smith?
Through Charles's website, www.mayfairag.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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