# M.C. BYRD WEALTH MANAGEMENT, LLC

M.C. BYRD WEALTH MANAGEMENT, LLC of BELLVILLE, TX is an SEC-registered investment adviser.

## Registration

- CRD: 151070
- Type: SEC-registered investment adviser
- SEC file number: 801-80970
- Location: 18 N. HARRIS STREET, BELLVILLE, TX, 77418
- Phone: 979-865-0660
- Latest filing: 2026-03-25
- Regulatory AUM: $294.2M
- Discretionary AUM: $236.1M
- Non-discretionary AUM: $58.0M
- Clients: 5
- Accounts: 967

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Monte Craig Byrd | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Cathy Jean Byrd | MEMBER | — |
| Caleb Grubbs Byrd | MEMBER | — |
| BYRD MONTE CRAIG | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| BYRD CATHY JEAN | MEMBER | — |
| BYRD CALEB GRUBBS | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151070/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151070/similar
- Related entities: https://search.stillhousedata.com/firm/151070/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151070

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.