RIA Intel›Advisers›Missouri›MAYFAIR FINANCIAL, LLC

MAYFAIR FINANCIAL, LLC

Advisory

MO

Data as of Jun 18, 2026 · Source: SEC Form ADV

Rank in MO

#325

of 342 advisers by AUM

Average account

$500K

across 98 accounts

AUM per adviser

$49M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 18, 2026.

Total AUM

$49M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$49M

Discretionary AUM$49M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

19 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

DOUGLAS BAGWELL & CO., LLC

SPRINGFIELD, MO

$49M

KANSAS CITY, MO

$49M

BRIDGEWATER ADVISORY GROUP LLC

CRYSTAL CITY, MO

$50M

HERZOG FINANCIAL GROUP, LLC

SAINT LOUIS, MO

$48M

GATEWAY WEALTH MANAGEMENT, LLC

SAINT LOUIS, MO

$48M

YOUNG PAUL HELMER JR

$50M

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