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M C Byrd Wealth Management, LLC (Bellville)


M C Byrd Wealth Management, LLC is a large advisory firm based in Bellville. It manages $179.83 million of regulatory assets for 477 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Florida, Louisiana, and Texas.

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M C Byrd Wealth Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

M C Byrd Wealth Management: assets under management

The assets under management (AUM) of M C Byrd Wealth Management, LLC is $179.83 million. The firm's AUM has grown by 129% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $133.23 million in discretionary accounts and $46.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $350.6 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $480.42 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay M C Byrd Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bellville

The principal office where M C Byrd Wealth Management, LLC performs its advisory services is located at 633 W. Main, Bellville, TX 77418, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 979-865-0660 or by fax 979-865-0688. The normal business hours are 8 am - 5 pm (3 pm on friday) on Monday - Friday. You can find more information about the New York firm at the401kshop.com.


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