Caleb G. Byrd

M.C. BYRD WEALTH MANAGEMENT

Bellville, TX 77418

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CRD#: 5678549

Professional summary

Caleb Grubbs Byrd, who also goes by Caleb G Byrd, is a registered financial advisor currently at M.C. BYRD WEALTH MANAGEMENT, LLC located in Bellville, Texas.

Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Caleb has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Caleb G Byrd

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caleb Grubbs Byrd's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 15, 2016 - Present

M.C. BYRD WEALTH MANAGEMENT, LLC

Office #1: 18 N. Harris Street, Bellville, TX 77418

RIA

CRD#: 151070

Bellville, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

M.C. BYRD WEALTH MANAGEMENT, LLC

401K SHOP | M.C. BYRD WEALTH MANAGEMENT, LLC | M.C. BYRD WEALTH MANAGEMENT | M C BYRD WEALTH MANAGEMENT, LLC

CRD#: 151070 / SEC#: 801-80970

RIA

Registered Investment Advisory firm - (2/18/2015 Approved)

Louisiana

Registered Investment Advisory firm - (3/6/2015 Terminated)

Texas

Registered Investment Advisory firm - (3/3/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(7/15/2016)

IAR

Texas
(7/15/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/15/2016

Uniform Investment Adviser Law Examination

Current Firm

M.C. BYRD WEALTH MANAGEMENT, LLC

401K SHOP | M.C. BYRD WEALTH MANAGEMENT, LLC | M.C. BYRD WEALTH MANAGEMENT | M C BYRD WEALTH MANAGEMENT, LLC

CRD#: 151070 / SEC#: 801-80970

RIA

Registered Investment Advisory firm - (2/18/2015 Approved)

Louisiana

Registered Investment Advisory firm - (3/6/2015 Terminated)

Texas

Registered Investment Advisory firm - (3/3/2015 Terminated)

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Contact information

Main Address

18 N. Harris Street, Bellville, TX 77418

Mailing Address

Po Box 948, Bellville, TX 77418

Phone number

(979) 865-0660

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MC BYRD 2025 ANNUAL AMENDED FORM ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts	975
AUM (Assets Under Management)	$ 273,986,671

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Caleb G. Byrd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caleb Grubbs Byrd's CRS (Customer Relationship Summary).

Certified licenses

Experience

M.C. BYRD WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

M.C. BYRD WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/15/2016

Current Firm

M.C. BYRD WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

M.C. BYRD WEALTH MANAGEMENT, LLC

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