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BRECKINRIDGE CAPITAL ADVISORS INC

BOSTON, MA · CRD 107143 · IAPD ↗ · 617-443-0779

$54.28BRegulatory AUM
41Advisory reps
88Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — BRECKINRIDGE CAPITAL ADVISORS INC shrank from 47 to 41 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.