Wealth manager, independent · Boston, MA
Breckinridge Capital Advisors Inc
SEC-registered investment adviser · CRD 107143 · SEC 801-43833
At a glance
Breckinridge Capital Advisors Inc is an SEC-registered investment adviser based in Boston, Massachusetts, with $54.3 billion in regulatory assets under management as of its Form ADV filed March 18, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 16,362 individual clients. By Form ADV it is a wealth manager, ranked 38th of 8,915 wealth managers and 405th of 17,210 SEC-registered advisers by assets.
Main office 617-443-0779breckinridge.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $54B
- Rank among wealth managers
- #38 of 8,915
- Rank among all SEC RIAs
- #405 of 17,210
- Rank in Massachusetts
- #39 of 627
- Individual clients
- 16,362
- High-net-worth clients
- 7,705
- Accounts
- 18,447
- Discretionary
- 100% of AUM
- Employees
- 88
- Advisory staff
- 41
- Offices
- 2
Owners and executives on its Form ADV
- Phillip A. NewellDirector
- Peter B. CoffinExecutive Chair/director
- Andrew L. MeyersDirector
- Helen L. McAuleyChief Compliance Officer
- George P. BealDirector
- Anthony P. GrecoPresident/chief Operating Officer/director
- Anne N. StetsonDirector/benefit Director
- Jeffrey M. GlennCo-Chief Investment Officer
- Dominica M RibeiroChief Marketing and Distribution Officer/director
- Matthew C. BusconeCo-Chief Investment Officer
- Ognjen SosaChief Executive Officer/director
- Benjamin M. SmelserChief Technology Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 7,705 | $29B | 54% |
| Charitable organizations | 975 | $9.5B | 18% |
| Corporations or other businesses | 987 | $8.0B | 15% |
| Individuals | 8,657 | $5.0B | 9% |
| Other | 68 | $1.6B | 3% |
| Pooled investment vehicles | 1 | $198M | <1% |
| Insurance companies | 13 | $195M | <1% |
| Investment companies | 2 | $113M | <1% |
| State or municipal government entities | 6 | $75M | <1% |
| Pension and profit sharing plans | 33 | $66M | <1% |
Disciplinary disclosures
Breckinridge Capital Advisors Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗breckinridge.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Rank against 82 peers of its type and size
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- Owners and executives, with titles and stakes
- 14 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Breckinridge Capital Advisors Inc manage?
Breckinridge Capital Advisors Inc reports $54.3 billion in regulatory assets under management across 18,447 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 18, 2026.
What kind of firm is Breckinridge Capital Advisors Inc?
Breckinridge Capital Advisors Inc is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Breckinridge Capital Advisors Inc’s clients?
By assets, its largest client types are high-net-worth individuals ($29.5 billion, 7,705 clients); charitable organizations ($9.5 billion, 975 clients); corporations or other businesses ($8.0 billion, 987 clients).
Does Breckinridge Capital Advisors Inc have any disciplinary history?
Breckinridge Capital Advisors Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Breckinridge Capital Advisors Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →