M.C. BYRD WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2015

Total AUM

$294M

Discretionary

$236M

80% of AUM

Avg account

$304K

Accounts

967

Employees

Advisory reps

Firm details

Headquarters: Bellville, Texas
CRD number: 151070
Registered since: February 18, 2015
Website: www.mcbyrdwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, PENTEGRA DISTRIBUTORS INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI39.27%
Individuals38.68%
Pension & Profit Sharing Plans19.03%
Corporations / Businesses3.02%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

M.C. Byrd Wealth Management, LLC is an independent registered investment adviser that entered SEC registration in 2015 and operates as an individual-owned LLC. The firm serves both individual and family clients as well as institutional relationships, positioning itself as a capital allocator that blends discretionary portfolio management with financial planning and advisory services. Its advisory offering includes portfolio management for individuals and small businesses, financial planning, pension consulting and the selection of outside advisers, and fees are charged via a mix of percentage of AUM, hourly charges and fixed fees. On the investment side, M.C. Byrd Wealth Management runs a core, fund-heavy approach while also allocating to third-party alternative managers when appropriate. Public funds and mutual funds are the dominant vehicle in client portfolios, but the firm also places client capital into alternatives—particularly real estate, commodities and oil & gas—alongside income-oriented instruments such as annuities and corporate debt. The firm does not characterize itself as an active ESG investor.