Breidenbach Capital Consulting, LLC
Firm details
- Headquarters
- ,
- CRD number
- 125405
- Registered since
- May 6, 2020
- Website
- 4bcap.com
- Custodians
- CHARLES SCHWAB & CO., INC., BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans42.91%
- HNWI34.09%
- Individuals11.52%
- State / Municipal Government11.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Breidenbach Capital Consulting, LLC is an independent registered investment adviser that began SEC registration in 2020 and operates as a limited liability company owned by an individual. The firm serves individuals, families and institutional clients and provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting support and educational seminars. Fee arrangements include a percentage of assets under management, hourly fees and flat fees. Investment activity is centered on public pooled funds and mutual funds, with the majority of assets held in publicly traded vehicles. The firm does not act as a capital allocator running proprietary private funds; instead it sources third‑party managers for alternative exposures. Breidenbach primarily manages client relationships on a non‑discretionary basis, which suggests clients retain trade authority and the adviser acts in an advisory and consultative role rather than exercising routine discretionary trading. Breidenbach is not identified as an active ESG investor and is not registered as a multistate adviser. The firm’s practice emphasizes straightforward portfolio implementation using mutual funds and external managers rather than complex in‑house product manufacturing.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds76%
- Exchange Traded Equities11%
- US Government Bonds7%
- Cash & Cash Equivalents6%
Contacts
1 of 1
Brian Breidenbach
Managing PrincipalCRD 4366389
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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