Breidenbach Capital Consulting, LLC

RIAState Registered

Total AUM

$61.3M

Discretionary

0% of AUM

Avg account

$601K

Accounts

102

Employees

Advisory reps

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

FINTRX

Overview

Breidenbach Capital Consulting, LLC is an independent, individually owned registered investment adviser organized as an LLC and registered to do business in Indiana and Kentucky. The firm serves both individual and family clients and select institutional relationships. Its advisory activities are focused on financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. The firm charges clients via a mix of percentage of assets under management, hourly fees, and fixed fees, and it does not identify as an active ESG investor. Breidenbach is not positioned as a capital allocator; instead its model centers on advice, planning and portfolio implementation using third-party funds and public fund vehicles.