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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MC Byrd Wealth Management LLC
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| CRD # | 151070 |
| SEC # | 801-80970 |
| CIK # | |
| AUM | $274.0 M (2025-03-18) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 979-865-0660 |
| Address | 18 N Harris Street Bellville, TX 77418 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 490 | 105.5 |
| (b) Individuals (high net worth individuals) | 55 | 108.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 50.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 9.6 |
| (n) Other | 0 | 0.0 |
| Total | 975 | 274.0 |
| By Discretionary | ||
| Discretionary | 917 | 219.0 |
| Non-Discretionary | 58 | 55.0 |
| Total | 975 | 274.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 273.8 | |
| Total | 975 | 274.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Petros Family Wealth LLC
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|
MN | 0.3 |
|
Synergy Financial Group Ltd
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|
0.3 | |
|
Auspicious Financial Planning LLC
✚
|
CA | 0.3 |
|
Financially in TUNE LLC
✚
|
MA | 0.3 |
|
Abbot Financial Management Inc
✚
|
MA | 0.3 |
|
Seneschal Advisors LLC
✚
|
WA | 0.3 |
|
Focus Wealth Advisors LLC
✚
|
TX | 0.3 |
|
Windward Private Wealth Management Inc
✚
|
KS | 0.3 |
|
Vista Finance LLC
✚
|
MO | 0.3 |
|
Pioneer Wealth Management Group Inc
✚
|
TX | 0.3 |