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- Custodian
- American Funds · Fidelity/NFS · T. Rowe Price · Tiaa · Vanguard
- Clients
- Retail and Institutional
- Platforms
- BeaconEmber pioneer
- Established Date
- 07-01-2009
- Office Locations
- 1
Office Locations
About M.c. Byrd Wealth Management, LLC
M.C. Byrd Wealth Management is a Texas-based RIA providing personalized wealth management and comprehensive financial planning for individuals and business owners, with ongoing communication and periodic plan reviews as goals and markets change. Portfolios emphasize public funds, including mutual funds and ETFs, and planning can extend to retirement, insurance, and estate considerations. The firm publishes regular blog updates with market and retirement-strategy commentary.
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Owner & Executives
MONTE CRAIG BYRD
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #1662905
- Ownership
- 50% but less than 75%
CATHY JEAN BYRD
Financial Advisor
- CRD
- --
- Ownership
- 25% but less than 50%
Ridge unison
Momentum radial vital
- CRD
- #36647
- Ownership
- 20.2%
Showing 2 of 3 owners & executives
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Edith Moreno
Director
- CRD
- #6930547
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $236,131,796 | $256,665 |
| Non-Discretionary | $58,042,533 | $1,234,948 |
| Total | $294,174,329 | $304,213 |
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Separately Managed Accounts
Total SMA Asset: $294,174,329
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,064,255,774 | 42.2% |
| Cash | $1,031,100,284 | 14.2% |
| Equity - Exchange | $3,165,913,549 | 43.6% |
| Total | $7,261,269,607 | 100.0% |