Breidenbach Capital Consulting, Llc
- Regulatory AUM
- $61.3M
- Discretionary
- $0
- Clients
- 57
- Avg AUM / client
- $1.1M
- Accounts
- 102
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Feb 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 39 | $7.1M | 11.5% |
| High net worth individuals | 13 | $20.9M | 34.1% |
| Pension and profit sharing plans | 4 | $26.3M | 42.9% |
| State or municipal government entities | 1 | $7.0M | 11.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| American Plastic Molding Corp. 401(k) Plan Apmc Holdings, Inc. | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Chester Breidenbach | Member/Chief Compliance Officer | CFA | Jan 2001 (26y) | 75% or more |
Undisclosed: 0% – 25% 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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| American Plastic Molding Corp. 401(k) Plan | Apmc Holdings, Inc. | 90 | $6.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/06/2026 | 1 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $46.6M (76% of AUM) Feb 2026
- Broadridge Business Process Outsourcing, Llc $9.9M (16% of AUM) Feb 2026
- Vanguard Capital $4.8M (3% of AUM) Mar 2022
- Voya Financial $4.8M (8% of AUM) Feb 2026
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: Feb 06, 2026.
View current Form ADV (SEC/IAPD) ↗