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Kevin Charles Batstone

Investment adviser representative at Baybridge Capital Group, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$192.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Baybridge Capital Group, LLCOct 2016 to now
  2. Sole ProprietorJun 2011 to now
  3. Infinity Financial ServicesJun 2013 to Jan 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Baybridge Capital Group, LLC

$192.9MAssets managed
220Clients
2Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5833464
Firm CRD
284867
Advisor's SEC record (opens in a new tab)
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