Breckinridge Capital Advisors

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Trust Score 98%
Trust Score  info_outline

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: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor Peter Breckinridge Coffin
Avg Advisor Trust Score 96
Avg Advisor Years Registered 6
Minimum Investment $500,000
Average Client Balance $2,421,698
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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