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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-04-2016
- Office Locations
- 1
Office Locations
About Baybridge Capital Group, LLC
BayBridge Capital Group is a boutique Livermore, CA RIA (founded 2016) providing holistic financial planning and portfolio allocation for individuals, families, and business owners. The firm also supports corporate retirement plan sponsors with 20+ years of TPA experience, covering plan design and compliance coordination, IPS creation, investment selection/monitoring (often ETF-based), quarterly reviews, investment committee meetings with minutes, and participant financial wellness education via its BuildMyBridge portal.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KEVIN CHARLES BATSTONE
Chief Compliance Officer, Managing Member
- CRD
- #5833464
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Brody Joseph Martinez
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- CRD
- #7959459
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,236,366 | $347,625 |
| Non-Discretionary | $690,139 | $690,139 |
| Total | $192,926,505 | $348,243 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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