AdvisorOS Directory
Claim Profile
MB

Monte Craig Byrd

M.C. BYRD WEALTH MANAGEMENT, LLC·BELLVILLE, Texas
Unclaimed Profile
18 N. HARRIS STREET, BELLVILLE, TX 77418CRD# 1662905Firm CRD# 151070
01

About

Monte Craig 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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1662905
Firm CRD# 151070
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BELLVILLE?

Browse all registered financial advisors in BELLVILLE, Texas or claim this profile if it's yours.

Browse BELLVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Monte Craig Byrd offer?
Monte Craig Byrd specializes in Financial Planning, Investment Management. Contact their office in BELLVILLE, Texas for a consultation.
What are Monte Craig Byrd's credentials?
Monte Craig Byrd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Monte Craig Byrd located?
Monte Craig 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 Monte Craig Byrd charge for services?
Monte Craig 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BELLVILLE
Cathy Jean 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile