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Advisors / Florida / Miami
23yrs

Aaron Byrd

Financial advisor at Inkwell Capital

Aaron Byrd is a fiduciary financial advisor in Miami, Florida, with 23 years in the industry. Aaron joined Inkwell Capital in 2013, after four years at Alliancebernstein and two years at Weik Capital Management. Aaron holds the CFA designation.

One of 3158 advisors with offices in Miami, and one of 3035 fiduciaries.

Miami, FLCFATop 21% by experience in MiamiFiduciary advisor
Call the officeDirections

At a glance

Experience23 years (since 2004)
How that compares ?Top 21% by experience in Miami
OfficeMiami, FL
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.52 million
Advisors at the firm2
States licensed ?1 state

Services through Inkwell Capital

Investment management for individuals and small businessesInvestment management for businesses and institutions

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFA

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2013 – now
    Inkwell CapitalCurrent firm
  2. 2006 – 2011
  3. 2004 – 2006

Contact Aaron

(305) 791-3195Inkwell Capital main office Miami, FLOffice · Get directions Firm websiteHTTP://WWW.INKWELLCAPITAL.COM

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Questions to ask Aaron

Tailored to Aaron’s registration and firm.

  1. Where would my money be held, and will I get statements directly from that firm?
  2. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Aaron

How do I contact Aaron?

Call Inkwell Capital at (305) 791-3195 and ask for Aaron Byrd. Aaron works from the Miami, FL office.

How long has Aaron been a financial advisor?

Aaron has been in the industry since 2004, about 23 years. Top 21% by experience in Miami.

What licenses does Aaron hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Aaron a fiduciary?

Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Aaron paid?

Inkwell Capital reports being paid by a percentage of the assets they manage. Ask Aaron for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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