SourcingSourcing

ANDREW W. BYRD & CO., L.L.C.

C37
CRD 163780·SEC 801-113724·NASHVILLE, TN
AUM
$372.0M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ANDREW W. BYRD & CO., L.L.C.
CRD
163780
SEC file #
801-113724
EIN
—
DBA names
Tvv Capital

Economics

AUM
$372.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$200.9M → $372.0M▲ +85%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
13
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
6 advisors → 8 advisors▲ +33%
Primary office
NASHVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/tvv-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BYRD, ANDREW, WAYNE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
BYRD, ANDREW, WAYNE
BYRD, ANDREW, WAYNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
6
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1354886
Trust Company Affiliate
No

People (6)

6
BYRD, ANDREW, WAYNE
Direct Owner · 87.5%
1354886
BYRD, ANDREW, WAYNE
Executive Officer · 2.5%
6049625
COOPER, JAMES, HAYES SHOFNER
Executive Officer · 2.5%
2620982
GEUTHER, TROY, MARK
Executive Officer · 2.5%
7893386
WEAVER, KENNETH, WEIR
Executive Officer · 2.5%
6772942
WILKINSON, JEREMY, JAMES
Executive Officer · 2.5%
6629231