M.C. BYRD WEALTH MANAGEMENT, LLC

BELLVILLE, Texas·3 registered advisors·CRD# 151070
SEC# 801-809700979-865-0660
01

Firm Overview

AUM
$262M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at M.C. BYRD WEALTH MANAGEMENT, LLC

3 registered advisors
Caleb Grubbs Byrd
BELLVILLE, Texas
Cathy Jean Byrd
BELLVILLE, Texas
Monte Craig Byrd
BELLVILLE, Texas
05

Office Locations

BELLVILLE, Texas
3 advisors

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Data sourced from SEC Form ADV filings. M.C. BYRD WEALTH MANAGEMENT, LLC (CRD# 151070) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.