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Caleb Grubbs Byrd

M.C. BYRD WEALTH MANAGEMENT, LLC·BELLVILLE, Texas
Series 65Clean record10 years registeredM.C. BYRD WEALTH MANAGEMENT, LLC
18 N. HARRIS STREET, BELLVILLE, TX 77418CRD# 5678549Firm CRD# 151070

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Caleb Grubbs Byrd · BELLVILLE, TX
Registration
CRD #5678549 · M.C. BYRD WEALTH MANAGEMENT, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

M.C. BYRD WEALTH MANAGEMENT, LLC
Jul 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 15, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
M.C. BYRD WEALTH MANAGEMENT, LLC
CRD 151070 · SEC 801-80970
AUM
$262M
Regulatory assets under management
Employees
6
955 client accounts
Services offered by M.C. BYRD WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at M.C. BYRD WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Caleb Grubbs Byrd offer?
Caleb Grubbs Byrd specializes in Financial Planning, Investment Management. Contact their office in BELLVILLE, Texas for a consultation.
What are Caleb Grubbs Byrd's credentials?
Caleb Grubbs Byrd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Caleb Grubbs Byrd located?
Caleb Grubbs Byrd is based in BELLVILLE, Texas, working with M.C. BYRD WEALTH MANAGEMENT, LLC. Their office serves clients in the BELLVILLE metropolitan area and surrounding communities.
How does Caleb Grubbs Byrd charge for services?
Caleb Grubbs Byrd's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is M.C. BYRD WEALTH MANAGEMENT, LLC?
M.C. BYRD WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $262M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at M.C. BYRD WEALTH MANAGEMENT, LLC

Monte Craig Byrd
BELLVILLE, TX

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