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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-19-2022
- Office Locations
- 3
Office Locations
About Breakwater Capital Group
Breakwater Capital Group is an independent, fee-only fiduciary RIA providing high-touch wealth management for individuals and families. The firm combines investment management with comprehensive planning, including tax, retirement, estate/legacy, college, and life-event support such as divorce planning. Employee- and family-owned with offices in New Jersey, Massachusetts, and Colorado, serving clients nationwide.
Reported data analysis
What the numbers show
Between October 16, 2025 and July 24, 2026, reported AUM increased 20.8%, from $843.4M to $1.0B.
Across 5 reported observations, AUM increased 369.7% between December 14, 2022 and July 24, 2026, from $217.0M to $1.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 382 clients, or 95.5 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 3 reported office locations and 4 years in operation. The source data was last updated on July 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JEFFREY CRAIG HANSON
Chief Investment Officer, Financial Advisor, General Partner, President
- CRD
- #4388385
- Ownership
- Less than 5%
THOMAS JEREMIAH MULLEN
Advisor, Chief Compliance Officer
- CRD
- #4386056
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
MADELINE ROSE BARCONI
Financial Advisor, General Partner
- CRD
- #6571205
JAMES M. FONZI
Analyst, Lead Trader
- CRD
- #6918806
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,019,176,972 | $762,857 |
| Non-Discretionary | $0 | -- |
| Total | $1,019,176,972 | $762,857 |
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Separately Managed Accounts
SMA allocation detail is available
Breakwater Capital Group has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Breakwater Capital Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.