Wealth Manager
    SEC Registered

    Breckinridge Capital Advisors Inc

    Registered investment advisor · Boston, Massachusetts · CRD #107143

    Assets Under Management
    $54.3B
    Client Accounts
    18,447
    Employees
    88
    CRD Number
    107143
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Breckinridge Capital Advisors Inc

    Breckinridge Capital Advisors is an independently owned asset management firm based in Boston, founded in 1993. The firm specializes in high-quality, investment-grade fixed income portfolios and dividend income strategies, managing over $50 billion in assets as of December 31, 2024. Breckinridge serves a diverse client base, including private clients, institutions, and investment professionals, and operates without subsidiaries or affiliations. The firm offers a range of investment strategies,

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Breckinridge Capital Advisors Inc

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    Frequently Asked Questions

    What is Breckinridge Capital Advisors Inc's AUM?

    Breckinridge Capital Advisors Inc reports approximately $54.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Breckinridge Capital Advisors Inc headquartered?

    Breckinridge Capital Advisors Inc is headquartered in Boston, Massachusetts.

    What is Breckinridge Capital Advisors Inc's CRD number?

    Breckinridge Capital Advisors Inc's CRD number is 107143. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Breckinridge Capital Advisors Inc manage?

    Breckinridge Capital Advisors Inc manages approximately 18,447 client accounts according to its latest SEC filing.

    Is Breckinridge Capital Advisors Inc SEC registered?

    Yes, Breckinridge Capital Advisors Inc is registered with the SEC as an investment adviser with an approved registration status.

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