BRECKEN CAPITAL ADVISORS, LLC

BRECKEN CAPITAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 300728). Regulatory assets under management: $15.3M.

Registration

• CRD: 300728
• Type: Registered investment adviser
• Phone: 917-701-5231
• Latest filing: 2026-01-16
• Regulatory AUM: $15.3M
• Discretionary AUM: $15.3M
• Clients: 1
• Accounts: 49

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300728 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search