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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

M.C. BYRD WEALTH MANAGEMENT, LLC

CRD 151070

BELLVILLE, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a4ea8885-0aea-7c11-c6f7-ee57d43e368b

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Mar 28, 2012 to Mar 25, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.78 fund_share=0.0 institutional_share=0.19 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $294MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $236M
Private client RAUM: $229MderivedItem 5.D individuals plus high net worth individuals
Private client share: 78%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $98.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 967
Individual clients: 481
High net worth clients: 53
Custody, client assets: $63.2M
SEC number: 801-80970
CRD: 151070
Filings on the tape: 27
First filed: Mar 28, 2012
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MONTE CRAIG BYRD	Chartered Financial Consultant	BELLVILLE, TX	16	38	1	no
CALEB GRUBBS BYRD	n/a	BELLVILLE, TX	10	10	n/a	no
Edith Moreno	n/a	BELLVILLE, TX	8	16	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BYRD, CATHY, JEAN	Member	C	yes	07/2009	Mar 28, 2012	Mar 20, 2024
BYRD, MONTE, CRAIG	MEMBER/CHIEF COMPLIANCE OFFICER	D	yes	07/2009	Mar 28, 2012	Mar 20, 2024
BYRD, CALEB, GRUBBS	Member	Na	no	12/2018	Mar 25, 2019	Mar 20, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$294M	$236M	5	3	0	n/a	n/a
2024	Mar 18, 2025	$274M	$219M	5	3	0	n/a	n/a
2023	Mar 20, 2024	$262M	$205M	6	3	0	n/a	n/a
2022	Mar 13, 2023	$232M	$185M	6	4	0	n/a	n/a
2021	Mar 30, 2022	$238M	$184M	6	4	0	n/a	n/a
2020	Mar 30, 2021	$239M	$180M	6	5	0	n/a	n/a
2019	Mar 30, 2020	$233M	$176M	6	5	0	n/a	n/a
2018	Mar 25, 2019	$213M	$153M	5	4	0	n/a	n/a
2017	Mar 19, 2018	$228M	$171M	3	3	0	n/a	n/a
2016	Mar 29, 2017	$204M	$153M	3	3	n/a	n/a	n/a
2015	Mar 3, 2016	$180M	$133M	2	2	n/a	n/a	n/a
2011	Mar 28, 2012	$78.4M	$61.2M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$294M	$274M	7.4%	$232M	8.2%	5	5	0	0

Relationships

Registered with (5)

← Edith MorenoAdvisorregistration: current employment
Apr 30, 2018 to presentfactForm ADV
← CALEB GRUBBS BYRDAdvisorregistration: current employment
Jul 15, 2016 to presentfactForm ADV
← MONTE CRAIG BYRDAdvisorregistration: current employment
Oct 2, 2009 to presentfactForm ADV
← HEATHER RAYE JENDRUSCHAdvisorregistration: previous registration
Aug 7, 2015 to Jan 7, 2022factForm ADV
← TOD GLENN BYRDAdvisorregistration: previous registration
Sep 30, 2009 to Sep 21, 2012factForm ADV

Controls (2)

← BYRD, MONTE, CRAIGOwnerMEMBER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 28, 2012 to Mar 20, 2024factForm ADV
← BYRD, CATHY, JEANOwnerMEMBER, ownership code C, individual
Mar 28, 2012 to Mar 20, 2024factForm ADV

Owns (1)

← BYRD, CALEB, GRUBBSOwnerMEMBER, ownership code NA, individual
Mar 25, 2019 to Mar 20, 2024factForm ADV

Dated events

Occurred
Jan 7, 2022
Advisor changed firm
Heather Raye Jendrusch left M.C. Byrd Wealth Management, Llc for Paragon Financial Advisors (registered 2023-01-10)
Form ADVobserved 4 days ago
Occurred
Feb 6, 2015
First Form ADV filing
M C Byrd Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a4ea8885-0aea-7c11-c6f7-ee57d43e368b
First observed: Mar 28, 2012
Last observed: Mar 25, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

M.C. BYRD WEALTH MANAGEMENT, LLC

CRD 151070

BELLVILLE, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a4ea8885-0aea-7c11-c6f7-ee57d43e368b

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MONTE CRAIG BYRD

Chartered Financial Consultant

BELLVILLE, TX

CALEB GRUBBS BYRD

n/a

BELLVILLE, TX

n/a

Edith Moreno

n/a

BELLVILLE, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BYRD, CATHY, JEAN

Member

yes

07/2009

Mar 28, 2012

Mar 20, 2024

BYRD, MONTE, CRAIG

MEMBER/CHIEF COMPLIANCE OFFICER

yes

07/2009

Mar 28, 2012

Mar 20, 2024

BYRD, CALEB, GRUBBS

Member

12/2018

Mar 25, 2019

Mar 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$294M

$236M

n/a

2024

Mar 18, 2025

$274M

$219M

n/a

2023

Mar 20, 2024

$262M

$205M

n/a

2022

Mar 13, 2023

$232M

$185M

n/a

2021

Mar 30, 2022

$238M

$184M

n/a

2020

Mar 30, 2021

$239M

$180M

n/a

2019

Mar 30, 2020

$233M

$176M

n/a

2018

Mar 25, 2019

$213M

$153M

n/a

2017

Mar 19, 2018

$228M

$171M

n/a

2016

Mar 29, 2017

$204M

$153M

n/a

2015

Mar 3, 2016

$180M

$133M

n/a

2011

Mar 28, 2012

$78.4M

$61.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$294M

$274M

7.4%

$232M

8.2%