Keybridge Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,606,509
Total clients
4
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$1,401,627
About
Keybridge Capital provides discretionary and non‑discretionary asset management, written financial planning, and one‑time or as‑needed consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities, and currently manages roughly $5.6 million for a very small client base. The firm operates as a single‑advisor practice and also delivers educational seminars and public workshops on financial planning and retirement topics, offered on an impersonal basis.
The firm’s investment approach is value‑oriented with a dividend‑growth, long‑only emphasis, supplemented by tactical and strategic asset allocation and limited option strategies when appropriate. Custody and trade execution are provided through an institutional platform (Interactive Brokers), and planning engagements commonly include retirement planning, tax coordination with outside accountants, portfolio review, and tailored investment restrictions.
A distinctive feature is that the firm’s advisor is separately licensed as an insurance agent and may recommend or sell life, disability, annuities and other insurance products for commission, a relationship the brochure discloses as a potential conflict of interest. The practice is owner‑managed (the principal is the firm’s sole owner and primary reviewer), and the combination of insurance sales plus free public workshops is less common among independent, solo‑advisor firms.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Consulting services not resulting in a financial plan
Consulting services not resulting in a financial plan
Expertise
General retirement planning
Income planning
Tax-loss harvesting
Options & derivatives strategies
Fee options
$0 - $200,000: 2.50% $200,001 - $500,000: 2.00% $500,001 - $600,000: 1.50% $600,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
$300 per hour for financial planning and consulting services
Fee-only: Financial planning and consulting services charged at $300 per hour
Main office location
Keybridge Capital
520 N 30 Th Street, Suite 20
Quincy IL 62301, United States
Number of offices
1
Most active in
Keybridge Capital has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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