Breidenbach Capital Consulting, LLC

RIASEC RegisteredEst. 2020
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 registered investment adviser that began SEC registration in 2020 and operates as a limited liability company owned by an individual. The firm serves individuals, families and institutional clients and provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting support and educational seminars. Fee arrangements include a percentage of assets under management, hourly fees and flat fees. Investment activity is centered on public pooled funds and mutual funds, with the majority of assets held in publicly traded vehicles. The firm does not act as a capital allocator running proprietary private funds; instead it sources third‑party managers for alternative exposures. Breidenbach primarily manages client relationships on a non‑discretionary basis, which suggests clients retain trade authority and the adviser acts in an advisory and consultative role rather than exercising routine discretionary trading. Breidenbach is not identified as an active ESG investor and is not registered as a multistate adviser. The firm’s practice emphasizes straightforward portfolio implementation using mutual funds and external managers rather than complex in‑house product manufacturing.

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

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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