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- Custodian
- Broadridge · Charles Schwab & Company · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-14-2003
- Office Locations
- 1
Office Locations
About Breidenbach Capital Consulting, LLC
Breidenbach Capital Consulting, LLC is a Louisville, Kentucky-based advisory firm serving retail and institutional clients with financial planning, portfolio construction, and asset allocation support. Investment implementation centers on mutual funds and ETFs alongside allocations to U.S. government/agency fixed income. Public filings indicate client portfolios are managed on a non-discretionary basis, with accounts held at custodians such as Charles Schwab.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
BRIAN CHESTER BREIDENBACH
Chief Compliance Officer
- CRD
- #4366389
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $61,337,765 | $456,551 |
| Total | $61,337,765 | $456,551 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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