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| MC Byrd Wealth Management LLC
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|---|---|
| CRD # | 151070 |
| SEC # | 801-80970 |
| CIK # | |
| AUM | 294.2 M (2026-03-25) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 979-865-0660 |
| Address | 18 N Harris Street Bellville, TX 77418 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 481 | 113.8 |
| (b) Individuals (high net worth individuals) | 53 | 115.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 56.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 8.9 |
| (n) Other | 0 | 0.0 |
| Total | 967 | 294.2 |
| By Discretionary | ||
| Discretionary | 920 | 236.1 |
| Non-Discretionary | 47 | 58.0 |
| Total | 967 | 294.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 293.2 | |
| Total | 967 | 294.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pilgrims Capital Advisors Inc
✚
|
MI | 294.9 M |
|
Madison Park Capital Advisors LLC
✚
|
WA | 294.8 M |
|
Wall Capital Group Inc
✚
|
AZ | 294.7 M |
|
Bright Futures Wealth Management LLC
✚
|
NY | 294.5 M |
|
Estate Management Counselors LLC
✚
|
GA | 294.3 M |
|
Eagle Bluffs Wealth Management LLC
✚
|
MO | 294.2 M |
|
MDT Financial Advisors LLC
✚
|
TX | 294.0 M |
|
Sherwood Financial Partners LLC
✚
|
CA | 293.8 M |
|
Resolute Wealth Advisor Inc
✚
|
OH | 293.8 M |
|
Nuclo Wealth LLC
✚
|
TX | 293.7 M |