BYRON FINANCIAL, LLC
CRD #141893 SEC #801-68802 CHARLOTTE, NC 704-442-4402
SEC Registered
Total AUM
$600.2M
Discretionary
$13.2M
Employees
6
Clients
0
Accounts
476
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2024 | $600.2M | $13.2M | $587M | 6 | 0 |
| Aug 2024 | $600.2M | $13.2M | $587M | 6 | 0 |
| Mar 2024 | $600.2M | $13.2M | $587M | 6 | 0 |
| Mar 2023 | $560.1M | $12.1M | $548M | 7 | 0 |
| Mar 2022 | $594.9M | $14.2M | $580.7M | 6 | 1 |
| Sep 2021 | $534.1M | $0 | $534.1M | 6 | 0 |
| Mar 2021 | $534.1M | $0 | $534.1M | 6 | 0 |
| Feb 2021 | $464.3M | $0 | $464.3M | 5 | 0 |
| Jul 2020 | $464.3M | $0 | $464.3M | 5 | 0 |
| Jul 2020 | $464.3M | $0 | $464.3M | 5 | 0 |
| Jun 2020 | $464.3M | $0 | $464.3M | 5 | 0 |
| Jun 2020 | $464.3M | $0 | $464.3M | 5 | 0 |
| Feb 2020 | $464.3M | $0 | $464.3M | 5 | 0 |
| Nov 2019 | $375.5M | $0 | $375.5M | 6 | 0 |
| Aug 2019 | $375.5M | $0 | $375.5M | 6 | 0 |
| Mar 2019 | $375.5M | $0 | $375.5M | 6 | 0 |
| Mar 2018 | $318.2M | $0 | $318.2M | 6 | 0 |
| Jun 2017 | $255.1M | $0 | $255.1M | 6 | 26 |
| Feb 2017 | $255.1M | $0 | $255.1M | 6 | 26 |
| Mar 2016 | $202.7M | $0 | $202.7M | 4 | 26 |
| Mar 2015 | $173.9M | $0 | $173.9M | 4 | 26 |
| Jul 2014 | $206.8M | $164.1K | $206.6M | 4 | 26 |
| Jul 2014 | $206.8M | $164.1K | $206.6M | 4 | 26 |
| Apr 2014 | $206.8M | $164.1K | $206.6M | 1 | 26 |
| Mar 2014 | $206.8M | $164.1K | $206.6M | 1 | 26 |
| Mar 2013 | $147.4M | $0 | $147.4M | 9 | 26 |
| Nov 2012 | $113M | $0 | $113M | 6 | 26 |
| Jun 2012 | $113M | $0 | $113M | 6 | 26 |
| Mar 2012 | $113M | $0 | $113M | 6 | 26 |
| Mar 2011 | $51.1M | $0 | $51.1M | 10 | -- |
| Jul 2010 | $51.1M | $0 | $51.1M | 10 | -- |
| Mar 2009 | $34.4M | $0 | $34.4M | 10 | -- |
| Jan 2008 | $29.8M | $0 | $29.8M | 10 | -- |
| Jan 2008 | $29.8M | $0 | $29.8M | 10 | -- |
DateAug 2024
Total AUM$600.2M
Discretionary$13.2M
Non-Disc.$587M
Employees6
Clients0
DateAug 2024
Total AUM$600.2M
Discretionary$13.2M
Non-Disc.$587M
Employees6
Clients0
DateMar 2024
Total AUM$600.2M
Discretionary$13.2M
Non-Disc.$587M
Employees6
Clients0
DateMar 2023
Total AUM$560.1M
Discretionary$12.1M
Non-Disc.$548M
Employees7
Clients0
DateMar 2022
Total AUM$594.9M
Discretionary$14.2M
Non-Disc.$580.7M
Employees6
Clients1
DateSep 2021
Total AUM$534.1M
Discretionary$0
Non-Disc.$534.1M
Employees6
Clients0
DateMar 2021
Total AUM$534.1M
Discretionary$0
Non-Disc.$534.1M
Employees6
Clients0
DateFeb 2021
Total AUM$464.3M
Discretionary$0
Non-Disc.$464.3M
Employees5
Clients0
DateJul 2020
Total AUM$464.3M
Discretionary$0
Non-Disc.$464.3M
Employees5
Clients0
DateJul 2020
Total AUM$464.3M
Discretionary$0
Non-Disc.$464.3M
Employees5
Clients0
DateJun 2020
Total AUM$464.3M
Discretionary$0
Non-Disc.$464.3M
Employees5
Clients0
DateJun 2020
Total AUM$464.3M
Discretionary$0
Non-Disc.$464.3M
Employees5
Clients0
DateFeb 2020
Total AUM$464.3M
Discretionary$0
Non-Disc.$464.3M
Employees5
Clients0
DateNov 2019
Total AUM$375.5M
Discretionary$0
Non-Disc.$375.5M
Employees6
Clients0
DateAug 2019
Total AUM$375.5M
Discretionary$0
Non-Disc.$375.5M
Employees6
Clients0
DateMar 2019
Total AUM$375.5M
Discretionary$0
Non-Disc.$375.5M
Employees6
Clients0
DateMar 2018
Total AUM$318.2M
Discretionary$0
Non-Disc.$318.2M
Employees6
Clients0
DateJun 2017
Total AUM$255.1M
Discretionary$0
Non-Disc.$255.1M
Employees6
Clients26
DateFeb 2017
Total AUM$255.1M
Discretionary$0
Non-Disc.$255.1M
Employees6
Clients26
DateMar 2016
Total AUM$202.7M
Discretionary$0
Non-Disc.$202.7M
Employees4
Clients26
DateMar 2015
Total AUM$173.9M
Discretionary$0
Non-Disc.$173.9M
Employees4
Clients26
DateJul 2014
Total AUM$206.8M
Discretionary$164.1K
Non-Disc.$206.6M
Employees4
Clients26
DateJul 2014
Total AUM$206.8M
Discretionary$164.1K
Non-Disc.$206.6M
Employees4
Clients26
DateApr 2014
Total AUM$206.8M
Discretionary$164.1K
Non-Disc.$206.6M
Employees1
Clients26
DateMar 2014
Total AUM$206.8M
Discretionary$164.1K
Non-Disc.$206.6M
Employees1
Clients26
DateMar 2013
Total AUM$147.4M
Discretionary$0
Non-Disc.$147.4M
Employees9
Clients26
DateNov 2012
Total AUM$113M
Discretionary$0
Non-Disc.$113M
Employees6
Clients26
DateJun 2012
Total AUM$113M
Discretionary$0
Non-Disc.$113M
Employees6
Clients26
DateMar 2012
Total AUM$113M
Discretionary$0
Non-Disc.$113M
Employees6
Clients26
DateMar 2011
Total AUM$51.1M
Discretionary$0
Non-Disc.$51.1M
Employees10
Clients--
DateJul 2010
Total AUM$51.1M
Discretionary$0
Non-Disc.$51.1M
Employees10
Clients--
DateMar 2009
Total AUM$34.4M
Discretionary$0
Non-Disc.$34.4M
Employees10
Clients--
DateJan 2008
Total AUM$29.8M
Discretionary$0
Non-Disc.$29.8M
Employees10
Clients--
DateJan 2008
Total AUM$29.8M
Discretionary$0
Non-Disc.$29.8M
Employees10
Clients--