M.C. BYRD WEALTH MANAGEMENT, LLC
CRD #151070 SEC #801-80970 BELLVILLE, TX 979-865-0660
SEC Registered
Total AUM
$274M
Discretionary
$219M
Employees
5
Clients
0
Accounts
975
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $274M | $219M | $55M | 5 | 0 |
| Mar 2024 | $261.9M | $205.2M | $56.8M | 6 | 0 |
| Aug 2023 | $232.4M | $185.4M | $46.9M | 6 | 0 |
| Mar 2023 | $232.4M | $185.4M | $46.9M | 6 | 0 |
| Mar 2022 | $237.8M | $184.3M | $53.5M | 6 | 0 |
| Jan 2022 | $238.9M | $180.1M | $58.8M | 6 | 0 |
| Mar 2021 | $238.9M | $180.1M | $58.8M | 6 | 0 |
| Jun 2020 | $232.7M | $176.3M | $56.4M | 6 | 0 |
| May 2020 | $232.7M | $176.3M | $56.4M | 6 | 0 |
| Apr 2020 | $232.7M | $176.3M | $56.4M | 6 | 0 |
| Mar 2020 | $232.7M | $176.3M | $56.4M | 6 | 0 |
| Aug 2019 | $213.3M | $153.4M | $59.9M | 5 | 0 |
| Mar 2019 | $213.3M | $153.4M | $59.9M | 5 | 0 |
| Mar 2018 | $228.1M | $170.9M | $57.1M | 3 | 0 |
| Jul 2017 | $204.1M | $153M | $51.1M | 3 | 500 |
| Mar 2017 | $204.1M | $153M | $51.1M | 3 | 500 |
| Oct 2016 | $179.8M | $133.2M | $46.6M | 2 | 477 |
| Sep 2016 | $179.8M | $133.2M | $46.6M | 2 | 477 |
| Mar 2016 | $179.8M | $133.2M | $46.6M | 2 | 477 |
| Sep 2015 | $184.9M | $95.1M | $89.8M | 3 | 488 |
| Sep 2015 | $184.9M | $95.1M | $89.8M | 3 | 488 |
| Feb 2015 | $184.9M | $95.1M | $89.8M | 3 | 488 |
| Jun 2012 | $78.4M | $61.2M | $17.2M | 1 | 200 |
| Jun 2012 | $78.4M | $61.2M | $17.2M | 1 | 200 |
| May 2012 | $78.4M | $61.2M | $17.2M | 1 | 200 |
| Mar 2012 | $78.4M | $61.2M | $17.2M | 1 | 200 |
| Apr 2011 | $82.9M | $58.2M | $24.8M | 5 | -- |
| Mar 2011 | $82.9M | $58.2M | $24.8M | 5 | -- |
| Oct 2010 | $62.9M | $62.2M | $639K | 5 | -- |
| Apr 2010 | $62.9M | $62.2M | $639K | 5 | -- |
| Jan 2010 | $62.9M | $62.2M | $639K | 5 | -- |
DateMar 2025
Total AUM$274M
Discretionary$219M
Non-Disc.$55M
Employees5
Clients0
DateMar 2024
Total AUM$261.9M
Discretionary$205.2M
Non-Disc.$56.8M
Employees6
Clients0
DateAug 2023
Total AUM$232.4M
Discretionary$185.4M
Non-Disc.$46.9M
Employees6
Clients0
DateMar 2023
Total AUM$232.4M
Discretionary$185.4M
Non-Disc.$46.9M
Employees6
Clients0
DateMar 2022
Total AUM$237.8M
Discretionary$184.3M
Non-Disc.$53.5M
Employees6
Clients0
DateJan 2022
Total AUM$238.9M
Discretionary$180.1M
Non-Disc.$58.8M
Employees6
Clients0
DateMar 2021
Total AUM$238.9M
Discretionary$180.1M
Non-Disc.$58.8M
Employees6
Clients0
DateJun 2020
Total AUM$232.7M
Discretionary$176.3M
Non-Disc.$56.4M
Employees6
Clients0
DateMay 2020
Total AUM$232.7M
Discretionary$176.3M
Non-Disc.$56.4M
Employees6
Clients0
DateApr 2020
Total AUM$232.7M
Discretionary$176.3M
Non-Disc.$56.4M
Employees6
Clients0
DateMar 2020
Total AUM$232.7M
Discretionary$176.3M
Non-Disc.$56.4M
Employees6
Clients0
DateAug 2019
Total AUM$213.3M
Discretionary$153.4M
Non-Disc.$59.9M
Employees5
Clients0
DateMar 2019
Total AUM$213.3M
Discretionary$153.4M
Non-Disc.$59.9M
Employees5
Clients0
DateMar 2018
Total AUM$228.1M
Discretionary$170.9M
Non-Disc.$57.1M
Employees3
Clients0
DateJul 2017
Total AUM$204.1M
Discretionary$153M
Non-Disc.$51.1M
Employees3
Clients500
DateMar 2017
Total AUM$204.1M
Discretionary$153M
Non-Disc.$51.1M
Employees3
Clients500
DateOct 2016
Total AUM$179.8M
Discretionary$133.2M
Non-Disc.$46.6M
Employees2
Clients477
DateSep 2016
Total AUM$179.8M
Discretionary$133.2M
Non-Disc.$46.6M
Employees2
Clients477
DateMar 2016
Total AUM$179.8M
Discretionary$133.2M
Non-Disc.$46.6M
Employees2
Clients477
DateSep 2015
Total AUM$184.9M
Discretionary$95.1M
Non-Disc.$89.8M
Employees3
Clients488
DateSep 2015
Total AUM$184.9M
Discretionary$95.1M
Non-Disc.$89.8M
Employees3
Clients488
DateFeb 2015
Total AUM$184.9M
Discretionary$95.1M
Non-Disc.$89.8M
Employees3
Clients488
DateJun 2012
Total AUM$78.4M
Discretionary$61.2M
Non-Disc.$17.2M
Employees1
Clients200
DateJun 2012
Total AUM$78.4M
Discretionary$61.2M
Non-Disc.$17.2M
Employees1
Clients200
DateMay 2012
Total AUM$78.4M
Discretionary$61.2M
Non-Disc.$17.2M
Employees1
Clients200
DateMar 2012
Total AUM$78.4M
Discretionary$61.2M
Non-Disc.$17.2M
Employees1
Clients200
DateApr 2011
Total AUM$82.9M
Discretionary$58.2M
Non-Disc.$24.8M
Employees5
Clients--
DateMar 2011
Total AUM$82.9M
Discretionary$58.2M
Non-Disc.$24.8M
Employees5
Clients--
DateOct 2010
Total AUM$62.9M
Discretionary$62.2M
Non-Disc.$639K
Employees5
Clients--
DateApr 2010
Total AUM$62.9M
Discretionary$62.2M
Non-Disc.$639K
Employees5
Clients--
DateJan 2010
Total AUM$62.9M
Discretionary$62.2M
Non-Disc.$639K
Employees5
Clients--