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Cathy Jean Byrd

M.C. BYRD WEALTH MANAGEMENT, LLC·BELLVILLE, Texas
Clean recordM.C. BYRD WEALTH MANAGEMENT, LLC
18 N. HARRIS STREET, BELLVILLE, TX 77418CRD# 5423388Firm CRD# 151070

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cathy Jean Byrd · BELLVILLE, TX
Registration
CRD #5423388 · M.C. BYRD WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Cathy Jean Byrd is a registered financial advisor based in BELLVILLE, Texas, affiliated with M.C. BYRD WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
M.C. BYRD WEALTH MANAGEMENT, LLC
M.C. BYRD WEALTH MANAGEMENT, LLC
AUM
$262M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at M.C. BYRD WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5423388
Firm CRD# 151070
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cathy Jean Byrd offer?
Cathy Jean Byrd specializes in Financial Planning, Investment Management. Contact their office in BELLVILLE, Texas for a consultation.
What are Cathy Jean Byrd's credentials?
Cathy Jean Byrd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cathy Jean Byrd located?
Cathy Jean 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 Cathy Jean Byrd charge for services?
Cathy Jean 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

Caleb Grubbs Byrd
BELLVILLE, TX
Monte Craig Byrd
BELLVILLE, TX

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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