M.C. BYRD WEALTH MANAGEMENT, LLC
Adviser information for M.C. BYRD WEALTH MANAGEMENT, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 895 | $205.2M |
| Non-Discretionary | 60 | $56.8M |
| Total | 955 | $261.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 495 | $103.8M |
| HNW Individuals | 46 | $99.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 17 | $51.3M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 7 | $7.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-80970 |
|---|---|
| SEC ERA File Number | 801-80970 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 151070 |
| Legal Entity Identifier | None |
Principal Office
18 N. HARRIS STREETBELLVILLE
TX
United States
Monday - Friday, 8 AM - 5 PM (3 PM ON FRIDAY)
Tel: 979-865-0660, Fax: 979-865-0688
Chief Compliance Officer
MONTE C. BYRD
MEMBER
18 N. HARRIS STREET
BELLVILLE
TX
United States
Tel:
979-865-0660
Fax:
979-865-0688
M****@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BYRD, MONTE, CRAIG | Individual | – | MEMBER/CHIEF COMPLIANCE OFFICER | 07/2009 | 50-75% |
| BYRD, CATHY, JEAN | Individual | – | MEMBER | 07/2009 | 25-50% |
| BYRD, CALEB, GRUBBS | Individual | – | MEMBER | 12/2018 | < 5% |