{
  "crd_number": 151070,
  "slug": "m-c-byrd-wealth-management-llc-bellville-tx-151070",
  "primary_business_name": "M.C. BYRD WEALTH MANAGEMENT, LLC",
  "legal_name": "M.C. BYRD WEALTH MANAGEMENT, LLC",
  "dbas": [
    "401K SHOP"
  ],
  "city": "Bellville",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-02-18",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 294174329.0,
  "raum_discretionary": 236131796.0,
  "raum_non_discretionary": 58042533.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 113797557.0,
      "count": 481
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 55978500.0,
      "count": 19
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 115512538.0,
      "count": 53
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 8885734.0,
      "count": 4,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "LA",
    "OH",
    "OK",
    "TX"
  ],
  "websites": [
    "https://facebook.com/MC-BYRD-WEALTH-MANAGEMENT-137657086273798",
    "https://instagram.com/mcbyrdwealth",
    "https://linkedin.com/company/m-c--byrd-wealth-management",
    "https://mcbyrdwealth.com",
    "https://the401kshop.com",
    "https://twitter.com/the401kshop",
    "https://youtube.com/@MCBYRDWEALTH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151070",
  "city_as_filed": "BELLVILLE",
  "url": "https://advisorcensus.com/firm/m-c-byrd-wealth-management-llc-bellville-tx-151070",
  "display_name": "M.C. Byrd Wealth Management, LLC",
  "summary": "M.C. Byrd Wealth Management, LLC is an SEC-registered investment advisory firm in Bellville, TX, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. M.C. Byrd Wealth Management, LLC (CRD 151070): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is M.C. Byrd Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), M.C. Byrd Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does M.C. Byrd Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Hourly rate: $250 an hour (financial planning services); Flat fee: $1,000 (a financial plan). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is M.C. Byrd Wealth Management, LLC located?",
      "a": "M.C. Byrd Wealth Management, LLC's principal office is in Bellville, TX, according to its Form ADV."
    },
    {
      "q": "Is M.C. Byrd Wealth Management, LLC registered with the SEC or a state?",
      "a": "M.C. Byrd Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 151070."
    },
    {
      "q": "How much does M.C. Byrd Wealth Management, LLC manage?",
      "a": "M.C. Byrd Wealth Management, LLC reports $294,174,329 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (80% discretionary)."
    },
    {
      "q": "How have M.C. Byrd Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for M.C. Byrd Wealth Management, LLC: Regulatory assets under management: $238,895,374 in the October 2021 data and $294,174,329 in the October 2026 data, up 23%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does M.C. Byrd Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (481); high net worth individuals (53); pension and profit sharing plans (but not the plan participants or government pension plans) (19)."
    },
    {
      "q": "Which custodians does M.C. Byrd Wealth Management, LLC use?",
      "a": "M.C. Byrd Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and Pentegra Distributors Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does M.C. Byrd Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151070"
    },
    {
      "q": "Does M.C. Byrd Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"We do not require a minimum account size for opening or maintaining an account.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 238895374.0,
      "total_employees": 6,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 237755286.0,
      "total_employees": 6,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 232366128.0,
      "total_employees": 6,
      "filing_date": "2023-08-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 261947996.0,
      "total_employees": 6,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 273986671.0,
      "total_employees": 5,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 294174329.0,
      "total_employees": 5,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (financial planning services)",
      "Flat fee: $1,000 (a financial plan)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not require a minimum account size for opening or maintaining an account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (financial planning services)"
        ],
        "quotes": [
          "Adviser offers financial planning services on an hourly basis for $250 per hour, which may be negotiable depending on the nature and complexity of each client’s circumstances."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 (a financial plan)"
        ],
        "quotes": [
          "The Adviser may also charge a negotiable fixed fee of $1,000 for a financial plan, which is dependent upon the level and scope of these services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        },
        {
          "kind": "flat",
          "amount": 1000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "a financial plan"
        }
      ]
    },
    "quotes": [
      "We do not require a minimum account size for opening or maintaining an account.",
      "Adviser offers financial planning services on an hourly basis for $250 per hour, which may be negotiable depending on the nature and complexity of each client’s circumstances.",
      "The Adviser may also charge a negotiable fixed fee of $1,000 for a financial plan, which is dependent upon the level and scope of these services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Pentegra Distributors Inc.",
      "name_as_filed": "PENTEGRA DISTRIBUTORS INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/m-c-byrd-wealth-management-llc-bellville-tx-151070.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 481,
      "fewer_than_5": false,
      "raum": 113797557.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 53,
      "fewer_than_5": false,
      "raum": 115512538.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 19,
      "fewer_than_5": false,
      "raum": 55978500.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": true,
      "raum": 8885734.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151070",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}