RIA Intel›Advisers›California›KEITH MCBRIDE FINANCIAL SERVICES INC.

KEITH MCBRIDE FINANCIAL SERVICES INC.

Advisory

CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in CA

#3,991

of 5,480 advisers by AUM

Average account

$140K

across 201 accounts

AUM per adviser

$14M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients73

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, MO, OR, TX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

73 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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