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Monte Craig Byrd

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Monte Craig Byrd · BELLVILLE, TX
Registration
CRD #1662905 · M.C. BYRD WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
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# 1662905
Firm CRD# 151070
View on FINRA BrokerCheck →

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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.
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Other Advisors at M.C. BYRD WEALTH MANAGEMENT, LLC

Caleb Grubbs Byrd
BELLVILLE, TX
Cathy Jean Byrd
BELLVILLE, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in TexasNational Fee Analysis
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