| Name | Title | Ownership | Since |
|---|---|---|---|
| Caleb Grubbs Byrd | Member | Under 5% | 2018 |
| Cathy Jean Byrd Control | Member | 25-50% | 2009 |
| Monte Craig Byrd Control | Member/Chief Compliance Officer | 50-75% | 2009 |
M.c. Byrd Wealth Management, LLC reports $274 million in regulatory assets under management on its Form ADV.
M.c. Byrd Wealth Management, LLC reports 5 employees.
M.c. Byrd Wealth Management, LLC is based in Bellville, TX and has been SEC-registered since 2015.
M.c. Byrd Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 18 N. Harris Street, Bellville, TX 77418 |
| Phone | 979-865-0660 |
| Fax | 979-865-0688 |
| Office hours | 8 a.m. - 5 p.m. (3 p.m. On Friday) |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $219M |
| Non-discretionary | $55M |
| Total (RAUM) | $274M |