M.c. Byrd Wealth Management, LLC
● SEC registered since 2015CRD 151070SEC# 801-80970Bellville, TX
Reg. AUM
$294.2M
Employees
5
Accounts
967
Location
Bellville, TX
M.c. Byrd Wealth Management, LLC assets under management
M.c. Byrd Wealth Management, LLC operates as an SEC-registered investment adviser based in Bellville, TX. The firm has been registered since 2015. It reports $294.2 million in regulatory assets under management and employs 5 people.
M.c. Byrd Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caleb Grubbs Byrd | Member | Under 5% | 2018 |
| Cathy Jean Byrd Control | Member | 25-50% | 2009 |
| Monte Craig Byrd Control | Member/Chief Compliance Officer | 50-75% | 2009 |
Frequently asked questions
How much does M.c. Byrd Wealth Management, LLC manage?
M.c. Byrd Wealth Management, LLC reports $294.2 million in regulatory assets under management on its Form ADV.
How many employees does M.c. Byrd Wealth Management, LLC have?
M.c. Byrd Wealth Management, LLC reports 5 employees.
Where is M.c. Byrd Wealth Management, LLC located?
M.c. Byrd Wealth Management, LLC is based in Bellville, TX and has been SEC-registered since 2015.
Does M.c. Byrd Wealth Management, LLC disclose fund performance?
M.c. Byrd Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 18 N. Harris Street, Bellville, TX 77418 |
| Phone | 979-865-0660 |
| Fax | 979-865-0688 |
| Office hours | 8 a.m. - 5 p.m. (3 p.m. On Friday) |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$294.2M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$294.2Mregulatory AUM
Discretionary $236.1MNon-discretionary $58M