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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Alpha
- Established Date
- 05-16-2024
- Office Locations
- 1
Office Locations
About Candor Wealth Management, LLC
Candor Wealth Management is a Dallas/Fort Worth-based wealth manager led by Markus Byrd (CFS), focused on retirement income planning, hands-on investment management, and long-term care planning for local Texans. The firm aims to grow and protect client assets with downside protection and commonly implements ETF-based portfolios (Schwab custody). Byrd personally executes agreed trades and remains directly accessible to clients.
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Owner & Executives
MARKUS GRACEN BYRD
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #2177376
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,817,245 | -- |
| Non-Discretionary | $477,878 | -- |
| Total | $87,295,123 | -- |
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Separately Managed Accounts
Total SMA Asset: $87,295,123
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $692,060,317 | 17.6% |
| Cash | $1,022,361,831 | 26.0% |
| Public Funds | $1,097,072,888 | 27.9% |
| Equity - OTC | $1,120,665,854 | 28.5% |
| Total | $3,932,160,890 | 100.0% |