M.K. BYRNE & CO. LLC

Overview

M.K. Byrne & Co LLC is an independent registered investment adviser serving individual and family clients, with a practice centered on financial planning and discretionary portfolio management for individuals and small businesses. The firm combines advisory services with insurance brokerage and accounting capabilities, which shapes how it constructs client solutions—blending investment management with insurance products and tax-aware planning. Fee arrangements include a percentage of assets under management and hourly charges, reflecting flexibility for both ongoing portfolio oversight and project-based engagements. The firm is not positioned as a capital allocator; instead, it relies on external managers for alternative exposures and uses custodial platforms to implement portfolios. It does not identify as an active ESG investor and operates with a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices