CRD: 300728
Brecken Capital Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Lincoln Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-28-2019
- Office Locations
- 1
Office Locations
About Brecken Capital Advisors, LLC
Brecken Capital Advisors is a North Carolina–registered RIA serving individuals and business owners with personalized portfolio management, financial planning, and insurance solutions, plus business consulting for exit and valuation planning. The firm builds and manages its own model portfolios, focusing on active asset allocation and risk management using vehicles such as ETFs and mutual funds.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LEONARD JOSEPH BRECKEN
Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner
- CRD
- #2183276
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,279,615 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,279,615 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing