The McBride Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$72,857,929
Clients
105
Advisors
3
of 4 employees
About
The McBride Group advises individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and financial institutions, providing investment management, financial planning, third‑party adviser selection and oversight, and institutional consulting for community banks and credit unions. The firm discloses roughly $76 million in assets under management across about 105 client relationships and offers services either as bundled programs or on an individual basis.
The firm typically manages client portfolios on a non‑discretionary basis, meeting with clients to establish suitability, proposing model portfolios or sub‑advisers (including Morningstar Managed Portfolios), and requiring client consent before reallocations while monitoring sub‑adviser performance. Its investment work combines fundamental and cyclical analysis with modern portfolio theory, periodic rebalancing, and occasional short‑term trades where appropriate to a client’s objectives.
Distinctive features include the firm’s predominant use of non‑discretionary management—so clients retain trade authority—and an explicit institutional consulting practice that includes detailed bond portfolio review and balance‑sheet work alongside retail advisory services. The firm is small in scale (three advisors across three offices) and several advisory staff maintain substantial outside careers (for example, in education and medicine), a staffing characteristic the brochure notes affects advisor availability and informs its supervisory procedures.
Client services
Expertise
Fee options
Financial Institution Consulting Services: Initial engagement fee of $25,000 plus negotiated annual retainer
$0 - $5,000,000: 0.85% $5,000,000+: 0.65%
Not specifically stated in brochure, but indicated as offered in SEC Form ADV Part 1
Main office
755 Baywood Drive, Second Floor
Petaluma CA 94954
Advisors at this office
3
Most active in
California · Texas
Also doing business as
The Mcbride Group · The Mcbride Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Advisors at this firm
James M
CFP®, Series 63, Series 65
Petaluma, CA
The McBride Group
James McBride is a CFP® with 29 years of industry experience and is a principal at The McBride Group, where he has worked since 2009. He previously served at Community First Credit Union from 2015 to 2017. The McBride Group provides investment management, financial planning, third-party adviser selection, and institutional consulting services to individuals, trusts, pension and profit-sharing plans, and financial institutions. The firm is notable for its emphasis on non-discretionary portfolio management and its institutional consulting practice, serving approximately 105 client relationships with $76 million in assets under management.
Wesley M
CFP®
Petaluma, CA
The McBride Group
Wesley Mc Bride is a CFP® professional with one year of industry experience at The McBride Group. He has been associated with The McBride Group since 2015 and also has a long-term career with The Permanente Medical Group. The McBride Group serves individuals, trusts, pension and profit-sharing plans, and financial institutions by offering investment management, financial planning, adviser selection and oversight, and institutional consulting. The firm primarily employs a non-discretionary management style and combines fundamental and cyclical analysis with modern portfolio theory and periodic rebalancing.
Brett D
CFP®
Petaluma, CA
The McBride Group
Brett Daniel is a CFP® affiliated with The McBride Group and has been with the firm since 2024. He has 28 years of experience working with the Windsor Unified School District. The McBride Group advises individuals, trusts, pension and profit-sharing plans, and financial institutions, offering investment management, financial planning, third-party adviser selection and oversight, and institutional consulting. The firm primarily uses a non-discretionary management approach, combining fundamental and cyclical analysis with modern portfolio theory.
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