Breckinridge Capital Advisors

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Trust Score 98%
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Breckinridge Capital Advisors, federally registered in 1993, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 27 advisors. Breckinridge Capital Advisors manages $36.5 billion and provides investment advisory services for 15,085 clients (1:559 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: September 21st, 2019. Data source: SEC filings.

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Firm Information


Feature Value
Rank (United States) 104 / 7,646
Top Advisors View Advisors
Minimum Investment $500,000
Average Client Balance $2,421,698
Dually-Registered No
Disciplinary History No
Total AUM $36.5 billion
Advisor / Client Ratio 1:559
Headquarters Boston, MA
SEC Filings Forms and Brochures    (CRD # 107143)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY


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