Breidenbach Capital Consulting, LLC

RIAState Registered
Total AUM
$61.3M
Discretionary
$0
0% of AUM
Avg account
$601K
Accounts
102
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
125405
Registered since
May 6, 2020
Website
4bcap.com
Custodians
CHARLES SCHWAB & CO., INC., BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans42.91%
  • HNWI34.09%
  • Individuals11.52%
  • State / Municipal Government11.48%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Breidenbach Capital Consulting, LLC is an independent, individually owned registered investment adviser organized as an LLC and registered to do business in Indiana and Kentucky. The firm serves both individual and family clients and select institutional relationships. Its advisory activities are focused on financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. The firm charges clients via a mix of percentage of assets under management, hourly fees, and fixed fees, and it does not identify as an active ESG investor. Breidenbach is not positioned as a capital allocator; instead its model centers on advice, planning and portfolio implementation using third-party funds and public fund vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Exchange Traded Equities 11%, US Government Bonds 7%, Cash & Cash Equivalents 6%76%
  • Public Funds/Mutual Funds76%
  • Exchange Traded Equities11%
  • US Government Bonds7%
  • Cash & Cash Equivalents6%

Contacts

1 of 1
  • Brian Breidenbach

    Brian Breidenbach

    Managing PrincipalCRD 4366389

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth