Services:
Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Regulatory Filings
SEC CRD Number
107143
BRECKINRIDGE CAPITAL ADVISORS FORM ADV PART 2A (2026-03-18)
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Fee information for Breckinridge Capital Advisors Inc. is available in its SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107143), Breckinridge Capital Advisors Inc. is subject to fiduciary duty under federal law.
Breckinridge Capital Advisors Inc. is headquartered in BOSTON, MA.
Breckinridge Capital Advisors Inc. serves 7,705 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, Breckinridge Capital Advisors Inc. offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
Breckinridge Capital Advisors Inc. manages $54.3 billion in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, Breckinridge Capital Advisors Inc. serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓