RIA Intel›Advisers›North Carolina›BYRON FINANCIAL, LLC

BYRON FINANCIAL, LLC

Advisory

N·CHARLOTTE, NC

Data as of Aug 7, 2024 · Source: SEC Form ADV

Total AUM

$600M

1-Year AUM Growth

+7.2%

3-Year CAGR

+4.2%

Employees

2

Assets Under Management

Total AUM$600M

Discretionary AUM$13M

Non-Discretionary AUM$587M

Discretionary %2.2%

Total Clients—

Team

Total Employees2

Investment Advisers6

Employee Growth (1Y)-50.0%

Filing History

Total Filings on Record37

First FilingJan 18, 2008

Latest FilingAug 7, 2024

🔒 Full AUM trend chart and 37 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BYRON FINANCIAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.