Overview
Assets Under Management: $274 million
Headquarters: BELLVILLE, TX
High-Net-Worth Clients: 55
Average Client Assets: $2 million
Frequently Asked Questions
M.C. BYRD WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151070), M.C. BYRD WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
M.C. BYRD WEALTH MANAGEMENT, LLC is headquartered in BELLVILLE, TX.
M.C. BYRD WEALTH MANAGEMENT, LLC serves 55 high-net-worth clients according to their SEC filing dated March 18, 2025. View client details ↓
According to their SEC Form ADV, M.C. BYRD WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
M.C. BYRD WEALTH MANAGEMENT, LLC manages $274 million in client assets according to their SEC filing dated March 18, 2025.
According to their SEC Form ADV, M.C. BYRD WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.45
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 975
Discretionary Accounts: 917
Non-Discretionary Accounts: 58
Regulatory Filings
CRD Number: 151070
Filing ID: 1955524
Last Filing Date: 2025-03-18 11:58:00
Website: https://mcbyrdwealth.com