A complete list of active advisors currently associated with Baybridge Capital Group, LLC

Warmer can help you find a great advisor at Baybridge Capital Group, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Baybridge Capital Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kevin Batstone	Livermore, CA	15
Brody Martinez	Livermore, CA	2

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