$5.6M Total AUM
$5.6M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-06-2017
- Office Locations
- 1
Office Locations
520 N 30th Street Suite 20 Quincy IL
About Keybridge Capital
Keybridge Capital is a Quincy, IL-based registered investment adviser providing financial planning, investment planning and portfolio management, with insurance/life insurance and tax planning support. The firm primarily implements portfolios with ETFs and public funds and custodies assets at Interactive Brokers. Led by CIO/President Blaine Nicholas Troup.
Team overview
-- AVG AGE
$5.6M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
Blaine Nicholas Troup
Chief Investment Officer, President
- CRD
- #6795283
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,606,509 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,606,509 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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