$28.2M Total AUM
$28.2M Disc. AUM
-- 3Y CAGR
2 Employees
73 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vector ember
- Established Date
- 03-10-2020
- Office Locations
- 2
Office Locations
-- Torrance CA
-- Waldport OR
About Keith Mcbride Financial Services Inc.
Keith McBride Financial Services Inc. is an investment advisory firm serving retail and institutional clients with financial and investment planning, including retirement, tax and estate planning and insurance strategies. Portfolios primarily use public funds and ETFs, with limited private fund exposure. The firm custodies assets with Charles Schwab and has offices in Torrance, CA and Waldport, OR.
Team overview
41 AVG AGE
$14.1M AVG AUM / ADVISOR
$385.8K AVG AUM / CLIENT
3.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
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Asset Classes
Focus zenith Meridian meridian Vital
Custodian
Harbor alpha Optima
Investment Themes
Glacier wave Harbor Delta peak
Investment Vehicles
Radial
Services
Eagle alpha Oak Zenith Pioneer north Horizon bridge Signal Element peak Capital pathway
Technology
Optima peak
Owner & Executives
Keith Aaron McBride
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5847671
- Ownership
- 75% or more
(719) 217-5895
beacon.capital@timbercapital.com
in linkedin.com/in/legacy-crest
Showing 1 of 1 owners & executives
Unlock allContacts
N
Natalie Anne Fisher
--
- CRD
- #8053729
(503) 747-7544
value.ridge@meridiancapital.com
in linkedin.com/in/frontier-wave
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,165,651 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,165,651 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,165,651
Public Funds:
29.0% Equity - Exchange:
32.4% Cash:
13.5% Private Funds:
25.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $511,516,419 | 29.0% |
| Equity - Exchange | $571,487,310 | 32.4% |
| Cash | $238,119,712 | 13.5% |
| Private Funds | $442,726,281 | 25.1% |
| Total | $1,763,849,722 | 100.0% |