KEYBRIDGE CAPITAL

Overview

Keybridge Capital is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and educational workshops. The firm also operates as an insurance broker, which shapes part of its advice and product set. Fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagements, allowing it to price both ongoing portfolio management and discrete planning projects. Investment activity centers on public equities as the primary allocation, with visible use of exchange-traded instruments for core exposures. The firm is not positioned as an ESG-focused allocator and does not present itself as a multi-state adviser. Given the client base and small scale, emphasis appears to be on customized portfolios and integrated insurance solutions rather than large-scale institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices