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Cathy Jean Byrd

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

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5423388
Firm CRD# 151070
No disclosures on file
View on FINRA BrokerCheck →

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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 in BELLVILLE
Monte Craig Byrd — M.C. BYRD WEALTH MANAGEMENT, LLCCaleb Grubbs Byrd — M.C. BYRD WEALTH MANAGEMENT, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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