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- Custodian
- Charles Schwab & Company · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-29-1993
- Office Locations
- 2
Office Locations
About Breckinridge Capital Advisors INC
Breckinridge Capital Advisors is a Boston-based asset manager serving investment professionals and institutional asset owners with investment-grade fixed income and dividend-income strategies. The firm runs multi-sector and sector-focused bond portfolios across short to broad duration, with a notable emphasis on municipal bond research. A research-driven approach—led by dedicated municipal and corporate research heads and a co-CIO—supports distribution-ready insights and implementation.
Reported data analysis
What the numbers show
Between March 19, 2025 and March 18, 2026, reported AUM increased 6.5%, from $51.0B to $54.3B.
Across 5 reported observations, AUM increased 16.2% between March 25, 2022 and March 18, 2026, from $46.7B to $54.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 41 advisory representatives and 18,447 clients, or 449.9 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 2 reported office locations and 33 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Owner & Executives
PETER BRECKINRIDGE COFFIN
Advisor, DIRECTOR
- CRD
- #2661584
- Ownership
- 50% but less than 75%
GEORGE PUTNAM BEAL
DIRECTOR, Managing Member, Partner
- CRD
- #4359958
- Ownership
- Less than 5%
Showing 2 of 14 owners & executives
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PATRICK LUIS ARAUJO-LIPINE
Director
- CRD
- #6050872
James Gilchrest Begen
Senior Relationship Manager
- CRD
- #8087777
Showing 2 of 39 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,279,265,206 | $2,942,444 |
| Non-Discretionary | $0 | -- |
| Total | $54,279,265,206 | $2,942,444 |
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Separately Managed Accounts
SMA allocation detail is available
Breckinridge Capital Advisors INC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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