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Byrd Capital Market Advisers Inc (Arlington)


Byrd Capital Market Advisers Inc is an adviser based in Arlington. It manages $38 million of regulatory assets for 64 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

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Byrd Capital Market Advisers provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Byrd Capital Market Advisers: assets under management

The assets under management (AUM) of Byrd Capital Market Advisers Inc is $38 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $593.75 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Byrd Capital Market Advisers Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Arlington

The principal office where Byrd Capital Market Advisers Inc performs its advisory services is located at 2301 E. Lamar Blvd., Arlington, TX 76006, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 817-649-0197 or by fax 817-649-0195. The normal business hours are 8:30 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.byrdcap.com.


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