SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Breckinridge Capital Advisors Inc
Boston, MA
CRD 107143
Firm filing updated March 18, 2026 ·
- $54.3BAssets
- 18,447Clients
- 41Advisory staff
- 18,447Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals8,657
- High net worth individuals7,705
- Corporations or other businesses987
- Charities975
- Pension and profit sharing plans33
- and 4 more22
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 8,657 | $5.0 billion |
| High net worth individuals | 7,705 | $29.5 billion |
| Investment companies | 2 | $113.2 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $197.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 33 | $66.0 million |
| Charitable organizations | 975 | $9.5 billion |
| State or municipal government entities (including government pension plans) | 6 | $75.1 million |
| Insurance companies | 13 | $194.8 million |
| Corporations or other businesses not listed above | 987 | $8.0 billion |
| Other: "INSTITUTIONAL TRUSTS, TAFT/HARTLEY, RETIREMENT PLANS NOT CAPTURED IN OTHER CATEGORIES" | 68 | $1.6 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$54.3 billion
- Accounts18,447
- DiscretionaryAll accounts
People
- Employees88
- Advisory staff41
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
20 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 107143, SEC file 801-43833.
- Registered with the SEC as an investment advisor (status date on record: April 29, 1993).
Is Breckinridge Capital Advisors Inc a fiduciary?
Short answer: Breckinridge Capital Advisors Inc is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.