Breckinridge Capital Advisors INC
Boston, MA·SEC-registered · CRD #107143
Breckinridge Capital Advisors INC is an SEC-registered investment advisory firm in Boston, MA managing $54B across 18k client accounts, with 41 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$54B
Client accounts
18k
Advisory staff
41
Fee model
Fee-only
How Breckinridge Capital Advisors INC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Breckinridge Capital Advisors INC
How much does Breckinridge Capital Advisors INC manage?
Per its most recent SEC Form ADV filing (03/18/2026), Breckinridge Capital Advisors INC reports $54B in regulatory assets under management across roughly 18k client accounts.
How does Breckinridge Capital Advisors INC charge?
Breckinridge Capital Advisors INC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Breckinridge Capital Advisors INC a fiduciary?
Yes. Breckinridge Capital Advisors INC is registered with the U.S. Securities and Exchange Commission (CRD #107143), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Breckinridge Capital Advisors INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Breckinridge Capital Advisors INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Breckinridge Capital Advisors INC's public SEC Form ADV filing (CRD #107143, filed 03/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Breckinridge Capital Advisors INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Breckinridge Capital Advisors INC? Claim this profile.