BRECKINRIDGE CAPITAL ADVISORS INC

RIASEC RegisteredEst. 1993

Total AUM

$54.3B

Discretionary

$54.3B

100% of AUM

Avg account

$2.9M

Accounts

18,447

Employees

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 107143
Registered since: April 29, 1993
Website: www.breckinridge.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI54.27%
Charitable Organizations17.58%
Corporations / Businesses14.78%
Individuals9.2%
Other2.98%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Breckinridge Capital Advisors Inc. is a corporation focused on discretionary portfolio management for individuals, pooled vehicles, investment companies and institutional clients. The firm has been SEC-registered since 1993 and is individually owned. It charges clients on a percentage-of-assets-under-management basis and does not identify as an active ESG investor. Regulatory data lists the firm as an unclassified adviser that does not operate as a capital allocator and is not designated a multi-state adviser. Advisory services emphasize traditional portfolio management across client segments that include individuals and families as well as institutional investors. The firm’s public filing highlights portfolio management for small businesses and pooled investment vehicles in addition to separate accounts.