Baybridge Capital Group, LLC

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Client assets under management

$192,236,366

Clients

219

25% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

110

Very High

Average account size

$877,792

About

BayBridge Capital Group, LLC advises individuals (including high‑net‑worth clients), businesses, and qualified retirement plans, providing discretionary asset management and integrated financial planning. Financial planning for asset‑management clients covers topics such as wills, estate plans, taxes, insurance, and qualified plans.

The firm documents client objectives in an Investment Policy Statement and uses fundamental analysis to build diversified portfolios, primarily with mutual funds and ETFs, exercising discretionary trading authority and performing semiannual (or more frequent as needed) account reviews. BayBridge may incorporate third‑party advisers or model portfolios while retaining overall supervisory responsibility for client accounts.

A distinguishing feature is that BayBridge’s investment advisor representatives are licensed insurance agents who may receive commissions for insurance product sales; the firm discloses this potential conflict and notes it seeks to mitigate it through its fiduciary obligations. BayBridge also provides ERISA plan services, including 3(21) and 3(38) fiduciary arrangements with model portfolios and Qualified Default Investment Alternative (QDIA) implementation, a relatively specialized service set for a firm of its size.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Fixed fee of $2,500 minimum for asset management accounts under $250,000; fixed fees for ERISA plans with excluded assets based on scope; flat fee negotiable for plans over $25 million (not to exceed 0.20%)

Percentage

$0 - $250,000: $2,500 fixed minimum fee $250,001 - $1,000,000: 1% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001 - $6,000,000: 0.50% $6,000,001 - $7,000,000: 0.40% $7,000,001 - $8,000,000: 0.30% $8,000,001 - $9,000,000: 0.20% $9,000,001 - $10,000,000: 0.10% $10,000,001+: Custom pricing may apply

Commissions

Commissions received for sale of insurance products by licensed representatives

Project-based

Fixed fee charged at $200/hour for certain ERISA plan services

Other

Minimum fee: Minimum fee of $2,500 for asset management; Minimum fee of $4,000 for ERISA plan services Fee-only: Fee-only investment management and financial consulting

Main office location

Baybridge Capital Group, LLC

2205 Fourth Street

Livermore CA 94550, United States

Number of offices

Most active in

California · Nevada · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website (888) 440-2224

Advisors at this firm

Brody M

CFP®

Livermore, CA

Baybridge Capital Group, LLC

Brody Martinez is a CFP® professional with four years of experience, currently serving at BayBridge Capital Group, LLC. Prior to joining BayBridge, he worked at Lawrence Livermore National Laboratory. BayBridge Capital Group, LLC provides discretionary asset management and integrated financial planning to individuals, businesses, and retirement plans. The firm emphasizes diversified portfolios with mutual funds and ETFs, fundamental analysis, and offers ERISA-focused advisory services alongside individual wealth management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Founder/Business Owner Retired

Kevin B

CFP®, Series 66

Livermore, CA

Baybridge Capital Group, LLC

Kevin Batstone is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has been with Baybridge Capital Group, LLC since 2016 and previously worked at Infinity Financial Services. In addition to his advisory role, he operates as a sole proprietor and is an insurance agent. Baybridge Capital Group, LLC provides discretionary asset management and integrated financial planning for individuals, businesses, and retirement plans, including ERISA-focused services. The firm builds diversified portfolios primarily using mutual funds and ETFs, employs fundamental analysis, and offers fiduciary advisory services such as ERISA 3(21) and 3(38) roles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Founder/Business Owner Retired

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