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| MC Byrd Wealth Management LLC
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|---|---|
| CRD # | 151070 |
| SEC # | 801-80970 |
| CIK # | |
| AUM | $261.9 MM (2024-03-20) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 979-865-0660 |
| Address | 18 N Harris Street Bellville, TX 77418 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 495 | 103.8 |
| (b) Individuals (high net worth individuals) | 46 | 99.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 51.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 7.5 |
| (n) Other | 0 | 0.0 |
| Total | 955 | 261.9 |
| By Discretionary | ||
| Discretionary | 895 | 205.2 |
| Non-Discretionary | 60 | 56.8 |
| Total | 955 | 261.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 261.8 | |
| Total | 955 | 261.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Preservation Partners Inc
✚
|
NY | 0.3 |
|
Twin Lakes Capital Management LLC
✚
|
CA | 0.3 |
|
Kellett Wealth Advisors LLC
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|
OH | 0.3 |
|
Redwood Wealth Management Group LLC
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|
NJ | 0.3 |
|
Phillips Wealth Planners LLC
✚
|
MS | 0.3 |
|
Wealth Benefit Advisors LLC
✚
|
TX | 0.3 |
|
Copley Financial Group Inc
✚
|
CA | 0.3 |
|
Warther Private Wealth LLC
✚
|
OH | 0.3 |
|
Prosperity Financial Group Inc
✚
|
CA | 0.3 |
|
Ostrofe Financial Consultants Inc
✚
|
CA | 0.3 |