Breckinridge Capital Advisors Inc
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 107143
· SEC file 801-43833
· Boston, MA
· x.com
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ADV data as of Mar 18, 2026
- Regulatory AUM
- $54.3B
- Discretionary
- $54.3B
- Clients
- 18,447
- Avg AUM / client
- $2.9M
- Accounts
- 18,447
- Employees
- 88
AUM over time
$15.4B
$54.3B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Asset allocation (SMA assets by investment type)
as of Mar 18, 2026
State & local bonds
$40.7B
75%
US government & agency bonds
$6.5B
12%
Investment-grade corporate bonds
$6.0B
11%
Cash & equivalents
$543M
1%
Other
$543M
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8,657 | $5.0B | 9.2% |
| High net worth individuals | 7,705 | $29.5B | 54.3% |
| Investment companies | 2 | $113M | 0.21% |
| Pooled investment vehicles (non-investment companies) | 1 | $198M | 0.36% |
| Pension and profit sharing plans | 33 | $66.0M | 0.12% |
| Charitable organizations | 975 | $9.5B | 17.6% |
| State or municipal government entities | 6 | $75.1M | 0.14% |
| Insurance companies | 13 | $195M | 0.36% |
| Corporations and other businesses | 987 | $8.0B | 14.8% |
| Other | 68 | $1.6B | 2.98% |
People (37)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Breckinridge Coffin | Executive Chair/Director | Apr 1994 (32y) | 50% – 75% | |
| Newell, Phillip, Adams | Director | Apr 2000 (26y) | Less than 5% | |
| Hodgman, Martha, Field | Director | Sep 2001 (25y) | Less than 5% | |
| Read, Cameron | Director | Feb 2004 (23y) | Less than 5% | |
| George Putnam Beal | Director | Nov 2011 (15y) | Less than 5% | |
| Jeffrey Michael Glenn | Co Chief Investment Officer/Co Head Of Portfolio Management | CFA | May 2012 (14y) | Less than 5% |
| Mcauley, Helen, Lee | Chief Compliance Officer | Mar 2016 (10y) | Less than 5% | |
| Meyers, Andrew, Lee | Director | Jun 2016 (10y) | Less than 5% | |
| Stetson, Anne, Nmn | Director/Benefit Director | Apr 2017 (9y) | Less than 5% | |
| Matthew Christopher Buscone | Co Chief Investment Officer/Co Head Of Portfolio Management | Mar 2020 (6y) | Less than 5% | |
| Ribeiro, Dominica, M | Chief Marketing And Distribution Officer/Director | Jan 2021 (6y) | Less than 5% | |
| Ognjen Sosa | Chief Executive Officer/Director | Mar 2022 (4y) | Less than 5% | |
| Smelser, Benjamin, Michael | Chief Technology Officer | Jun 2022 (4y) | Less than 5% | |
| Greco, Anthony, Peter | President/Chief Operating Officer/Director | Jun 2024 (2y) | Less than 5% | |
| James Lawrence Spidle | Registered representative | Feb 2011 (15y) | ||
| Ariana Marie Polk | Registered representative | Nov 2011 (15y) | ||
| Adam Jonathan Maietta | Registered representative | Jul 2012 (14y) | ||
| Jeremy Paul Jenkins | Registered representative | Dec 2012 (14y) | ||
| Mitchel Joseph Syp | Registered representative | Jan 2013 (14y) | ||
| Abigail Devine Ingalls | Registered representative | Jul 2014 (12y) | ||
| Benjamin Shepard Clough | Registered representative | Aug 2016 (10y) | ||
| Eric Bryan Haase | Registered representative | CFA | Aug 2016 (10y) | |
| Khurram Gillani | Registered representative | Dec 2016 (10y) | ||
| Aimee Ruth Korch | Registered representative | Jul 2018 (8y) | ||
| Erin Mc Call Nicholls | Registered representative | Feb 2020 (6y) | ||
| Ryan James Mendoza | Registered representative | Nov 2020 (6y) | ||
| Alison Catherine Di Fonzo | Registered representative | Jun 2022 (4y) | ||
| Joshua Ryan Perez | Registered representative | CFA | Aug 2022 (4y) | |
| Brian Dennis Kelleher | Registered representative | Nov 2022 (4y) | ||
| Andressa Fernandes Tsaparlis | Registered representative | Apr 2023 (3y) | ||
| Christopher Ryan Hemhauser | Registered representative | Feb 2024 (2y) | ||
| Patrick Luis Araujo Lipine | Registered representative | Feb 2025 (1y) | ||
| James Gilchrest Begen | Registered representative | Aug 2025 (1y) | ||
| Evan Novak Couture | Registered representative | Aug 2025 (1y) | ||
| Christina Camacho Lynch | Registered representative | Oct 2025 (1y) | ||
| Margaret Stacy Fitzpatrick | Registered representative | Oct 2025 (1y) | ||
| Ashley Elizabeth Weir | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $16.0B (29% of AUM) Mar 2026
- Charles Schwab & Co. $12.5B (23% of AUM) Mar 2026
- BNY Mellon $5.3B (12% of AUM) Apr 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗