# M.K. Byrne & Co. LLC

> M.K. Byrne & Co. LLC is a state-registered investment advisory firm in Parsippany, NJ, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 306382
- Filed as: M.K. BYRNE & CO. LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Parsippany, NJ
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306382
- AdvisorCensus page: https://advisorcensus.com/firm/m-k-byrne-and-co-llc-parsippany-nj-306382

## Quick answers

**How is M.K. Byrne & Co. LLC compensated?**
On its Form ADV (Item 5.E, October 2026), M.K. Byrne & Co. LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is M.K. Byrne & Co. LLC located?**
M.K. Byrne & Co. LLC's principal office is in Parsippany, NJ, according to its Form ADV.

**Is M.K. Byrne & Co. LLC registered with the SEC or a state?**
M.K. Byrne & Co. LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306382.

**How much does M.K. Byrne & Co. LLC manage?**
M.K. Byrne & Co. LLC reports $90,829,001 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (91% discretionary).

**What types of clients does M.K. Byrne & Co. LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (26); individuals (other than high net worth individuals) (11).

**Does M.K. Byrne & Co. LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306382

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $90,829,001
- Discretionary: $82,281,500
- Non-discretionary: $8,547,501

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $6,134,141 |
| High net worth individuals | 26 | $84,694,860 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mkbyrne.com](https://mkbyrne.com)
- Facebook facebook.com
- LinkedIn @mk-byrne-462297293

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. M.K. Byrne & Co. LLC (CRD 306382): Form ADV filing data as of October 2026.