$28.2M Total AUM
$28.2M Disc. AUM
-- 3Y CAGR
2 Employees
73 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
Insights
Unlock to compare peer behavior around meridian atlas.
Open the full profile to inspect shifts in harbor meridian.
Upgrade to reveal position-level detail across atlas catalyst.
Open the full profile to inspect shifts in frontier catalyst.
See the complete signal summary connected to eagle.
Request access to benchmark trends tied to catalyst.
Unlock to compare peer behavior around prime focus.
Premium access reveals conviction themes in oak optima bridge.
Asset Classes
Focus zenith Meridian meridian Vital Meridian
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |