# M.C. Byrd Wealth Management

M.C. Byrd Wealth Management is a Bank / Wealth / Trust based in Bellville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bellville, United States
- **Region:** North America
- **Address:** 18 N Harris St, Bellville, TX 77418, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** mcbyrdwealth.com
- **LinkedIn:** https://www.linkedin.com/company/m-c--byrd-wealth-management

## Regulatory record

- **CRD number:** 151070
- **SEC file number:** 801-80970
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151070

## About

M.C. Byrd Wealth Management opened in 2009, founded by Martha C. Byrd as a registered investment adviser based in Bellville, United States. The practice serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, with a wealth-origin narrative tied to its founder's personal book of business in Austin County and the broader Central Texas corridor. Byrd built the firm without external capital or a parent entity. The advisory model rests on financial planning for retirement, emphasizing cash-flow analysis and distribution strategies. The firm does not market direct private equity, venture, or hedge fund access — its investment approach uses individual securities, mutual funds, and exchange-traded funds selected for tax efficiency and income sustainability. Client portfolios are constructed across public equities, fixed income, and cash equivalents, with heavier allocation to dividend-paying stocks and municipal bonds consistent with a retiree-focused book. The practice operates only in the United States, concentrated in Southeast Texas. The firm's headcount remains small. There are no additional offices outside Bellville. No adjacent vehicles — such as a philanthropic foundation, a real-asset arm, or a family-office club affiliation — have been disclosed. In 2024, the firm continued to operate as a solo or small-team wealth manager, serving the same client types listed in its Form ADV: individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The structural differentiator is negative: the firm has no institutional sales effort, no Delaware fund complex, and no co-investment platform — it competes by being the local fiduciary. Byrd's practice is definitionally a durable small-town advisory, resistant to roll-up consolidation because the founder's personal franchise is the asset.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds

## People

- Monte C. Byrd — Founder and President
- Caleb G. Byrd — Financial Consultant
- Edith Moreno — Director of Operations

## Questions

### How does M.C. Byrd Wealth Management charge for its services?

The firm operates on a fee-only basis, per its website. It charges directly for financial planning and ongoing portfolio management rather than earning commissions on financial products. This aligns it with a fiduciary standard, where compensation does not depend on selling specific investments.

### Does M.C. Byrd Wealth Management manage money for institutions or just individuals?

The firm advises both individuals and institutional clients. Its Form ADV states it works with high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. Caleb Byrd also serves as a plan advisor to 401(k) and 403(b) plans.

### What is the succession plan at M.C. Byrd Wealth Management?

The firm's succession is centered on a father-son structure. Monte Byrd, with over 35 years of industry experience, founded the firm; his son Caleb joined as a Financial Consultant holding the CPFA, NQPC, and CEPA designations. Caleb's credentials in plan advising, exit planning, and alternatives signal an intent to maintain advisory continuity across generations.

## Related profiles

- [McBeath Financial Group](https://altss.com/profile/mcbeath-financial-group)
- [McCain Capital Partners](https://altss.com/profile/mccain-capital-partners)

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Last updated: 2026-07-06T00:35:51.229Z

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