Baybridge Capital Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$192,236,366
Clients
219
Advisors
2
of 4 employees
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
Expertise
Occupation focus
Fee options
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%)
$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 received for sale of insurance products by licensed representatives
Fixed fee charged at $200/hour for certain ERISA plan services
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
2205 Fourth Street
Livermore CA 94550
Advisors at this office
2
Most active in
California · Nevada · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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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.
Quick links
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.
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.
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