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BYRON FINANCIAL, LLC

CHARLOTTE, NC · CRD 141893 · IAPD ↗ · byronfin.com · 704-442-4402

$600.2MRegulatory AUM
2Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
September 2024 — BYRON FINANCIAL, LLC (CHARLOTTE, NC) left the SEC roster (was $600.2M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
53
April 2024 — BYRON FINANCIAL, LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.