# Keith McBride Financial Services Inc.

> Keith McBride Financial Services Inc. is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.

- CRD: 307499
- Filed as: KEITH MCBRIDE FINANCIAL SERVICES INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307499
- AdvisorCensus page: https://advisorcensus.com/firm/keith-mcbride-financial-services-inc-307499

## Quick answers

**How is Keith McBride Financial Services Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Keith McBride Financial Services Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Keith McBride Financial Services Inc. registered with the SEC or a state?**
Keith McBride Financial Services Inc. is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307499.

**How much does Keith McBride Financial Services Inc. manage?**
Keith McBride Financial Services Inc. reports $28,165,651 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary).

**What types of clients does Keith McBride Financial Services Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (56); high net worth individuals (14); corporations or other businesses not listed above (3).

**Does Keith McBride Financial Services Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/307499

**What changed in Keith McBride Financial Services Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 2 to 1.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $28,165,651
- Discretionary: $28,165,651
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 56 | $9,260,112 |
| High net worth individuals | 14 | $18,696,882 |
| Corporations or other businesses not listed above | 3 | $208,657 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MO, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 2 to 1.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Keith McBride Financial Services Inc. (CRD 307499): Form ADV filing data as of October 2026.