Derrick Kyle Byrd
Financial advisor at Creative Planning
Last updated 2026-10-10
Claim your profileDerrick Kyle Byrd is a financial advisor at Creative Planning, CRD 6161933. Licenses and exams on the registration: Series 63. IAPD registration began 2018-09-10.
Registration
- CRD number
- 6161933
- Registration status
- Active
- IAPD registration
- 2018-09-10
- Industry Experience
- 8 years
- Work Experience
- 13 years
- States registered
- TN, TX
Licenses and exams
- Series 63
Designations
- CFP®
Work history
- 2012-12 to 2019-10 · First Tennessee Brokerage · Johnson City, TN
- 2019-10 to 2026-01 · Cetera Wealth Services, LLC · Knoxville, TN
- 2019-10 to 2020-04 · Sageview Advisory Group · Knoxville, TN
- 2020-04 to Present · Creative Planning Institutional Advisors, LLC · Newport Beach, CA
- 2026-01 to Present · Creative Planning, LLC · Knoxville, TN
Current employment
- Creative Planning · Overland Park, KS
- Creative Planning Institutional Advisors, LLC · Newport Beach, CA
Creative Planning
- Regulatory AUM
- $295,568,603,071
- Registered advisors
- 1,171
- Offices
- 579
- Clients per advisor
- 85.7 (Moderate)
- Average AUM per client
- $2.9M (Low)
- High-net-worth client ratio
- 39.4% (Moderate)
Creative Planning: advisors, services and reported ETF investments
About
Derrick Kyle Byrd is a CFP® financial advisor at Creative Planning. Reported securities licenses include Series 63. The latest record indicates 8 years of industry experience and 13 years of reported work history. Reported roles include Creative Planning, LLC, Cetera Wealth Services, LLC, Sageview Advisory Group, First Tennessee Brokerage.
SEC disclosures list additional business and community activities: 1: Name of other business: senior citizen home assistance service, inc; 5; apx number of hours during trading hours: 0; brief description of duties: provide direction and advice to organization leaders;.
Creative Planning's firm-level Form ADV reports 1,171 advisors across 579 offices; approximately 85.7 clients per advisor, average assets per client of $2,946,904, and regulatory AUM of $295.6B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $124.5B across 959 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Derrick Kyle Byrd personally.
Reported ETF positions
Creative Planning reports 959 ETF positions worth $124.5B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $18.4B |
| BND — Vanguard Total Bond Market ETF | $9.6B |
| VEA — Vanguard FTSE Developed Markets ETF | $8.3B |
| SPDW — State Street SPDR Portfolio Developed World ex-US ETF | $7.3B |
| SPMD — State Street SPDR Portfolio S&P 400 Mid Cap ETF | $6.8B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Creative Planning's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | MGC — Vanguard Morningstar Mega Cap ETF | $18.4M | Top 99.5% | Peer conviction 79.0% · Active return +3.51% |
| Addressable Market | MGC — Vanguard Morningstar Mega Cap ETF | $18.4M | Top 99.7% | Addressable AUM $12.8T · Peer conviction 79.0% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $67.8M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | SMH — VanEck Semiconductor ETF | $29.6M | Top 94.1% | Replicability (R²) 79.0% · Residual Sharpe 0.20 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Creative Planning on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Trust Company
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Pension Consultant
- Adviser to Any Private Fund
Contact
The firm's filed contact details.
Official record
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