Brecken Capital Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 300728
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI76.14%
- Individuals23.86%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Brecken Capital Advisors, LLC is an independent, individual-owned Registered Investment Adviser organized as an LLC that serves individual and family clients. The firm provides fee-based financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Its pricing mixes asset-based fees with hourly, fixed, and other arrangements. Regulatory and operating details in the snapshot indicate the adviser does not position itself as a capital allocator, is not flagged as an active ESG investor, and is not operating as a multi-state or newly formed adviser. Service focus is squarely on core wealth-management activities rather than pension consulting or related-adviser structures.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities84%
- Cash & Cash Equivalents12%
- Exchange Traded Equities4%
Contacts
1 of 1
Leonard Brecken
Founder & CCOCRD 2183276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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