Breckinridge Capital Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 18, 2026, reports $54.3B in regulatory assets under management, 88 employees, 1 office, and 18,447 accounts.
Assets Under Management
$54.3B
Employees
88
Offices
1 office
Total Clients
18,447
Primary office
BOSTON, MA
125 HIGH STREET, SUITE 431, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 46.9% of total clients.
Top client categories% of clientsClients
1
Individuals
46.9%
8,657
2
HNWI
41.8%
7,705
3
Corporations
5.4%
987
4
Charitable
5.3%
975
5
Irrevocable Trusts/Estates
0.4%
68
Additional categories (<0.1%)
Government6 clients
Investment Cos.<5 clients
Pooled Investment Vehicles<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$54.3Bas of March 18, 2026
Discretionary100.0%
$54.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$54.3B
Total Accounts18,447
10Y AUM Change+$28.3B (+109.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees88
Clients per Employee210:1
10Y Employee Change+25 (+39.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.