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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 2, 2025 and March 30, 2026, reported AUM increased 18.9%, from $162.2M to $192.9M.
Across 5 reported observations, AUM increased 75.6% between March 11, 2022 and March 30, 2026, from $109.8M to $192.9M.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 2 advisory representatives and 220 clients, or 110 clients per representative. That equates to $876.9K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
Financial Advisor
- 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
SMA allocation detail is available
Baybridge Capital Group, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Baybridge Capital Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.