M.C. BYRD WEALTH MANAGEMENT, LLC
B64
CRD 151070·SEC 801-80970·BELLVILLE, TX
AUM
$294.2M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$883K
@ 30% margin
Est. Deal Value
$7.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $213.3M
'21 · $232.7M
'22 · $238.9M
'23 · $237.8M
'25 · $274.0M
'26 · $294.2M
'20'26
$213.3M → $294.2M▲ +38%
Client mix
| Individuals Other | 481 |
| Individuals High Net Worth | 53 |
| Pension Profit Sharing Plans | 19 |
| Corporations | 4 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 4 advisors
'25 · 3 advisors
'26 · 3 advisors
'20'26
4 advisors → 3 advisors▼ -25%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.