M.C. Byrd Wealth Management

M.C. Byrd Wealth Management

Monte Byrd founded M.C. Byrd Wealth Management in 2009 after an advisory career spanning more than 35 years, centering the practice on high-net-worth families and closely held businesses across Texas and Louisiana. The firm operates as a fee-only registered investment advisor, charging directly for planning and ongoing management rather than collecting commissions or product fees. The firm constructs integrated financial plans that coordinate retirement drawdown, tax reduction, estate transfer, and portfolio allocation. It does not disclose a discrete asset-allocation model but works across individual equities, fixed income, and alternative exposures — the firm's blog references Apollo's public market chartbooks and recession-scenario analysis, implying an active macro overlay. Geographic coverage concentrates on eight named markets: Houston, Baton Rouge, Huntsville, College Station, Dallas, the Texas Hill Country, Lubbock, and Colorado. A three-person team runs the firm: founder Monte Byrd, his son Caleb Byrd (who holds the CPFA, NQPC, and CEPA designations and advises defined-contribution plans), and Director of Operations Edith Moreno, who joined in 2016. The firm maintains a single office in Bellville, Texas, and does not operate affiliated philanthropic entities, adjacent vehicles, or co-investor clubs. M.C. Byrd Wealth Management stands apart from the multi-family-office peer set by maintaining a purely advisory architecture — it takes no balance-sheet risk, sponsors no funds, and serves as a 3(21) or 3(38) plan advisor to 401(k) and 403(b) plans through Caleb Byrd. The father-son transition is the defining governance feature, pairing a 35-year veteran with a next-generation practitioner who holds credentials spanning plan advising, exit planning, and alternatives.