M.C. Byrd Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellville, TX.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.4% of total clients.
Top client categories% of clientsClients
1
Individuals
86.4%
481
2
HNWI
9.5%
53
3
Pension Plans
3.4%
19
4
Corporations
0.7%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$294Mas of March 25, 2026
Discretionary80.3%
$236M
80% of total RAUM80.3%
Non-discretionary19.7%
$58M
20% of total RAUM19.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$294M
Total Accounts967
10Y AUM Change+$90M (+44.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee111:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.