Breidenbach Capital Consulting, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$27,974,719
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
52
25% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
52
HighAverage account size
$537,975
About
Breidenbach Capital Consulting provides investment advisory and consulting services to individuals, pension and profit‑sharing plans, trusts, foundations, charitable organizations, and corporate clients. Its service menu includes wealth management and financial planning, portfolio management, and institutional offerings such as pension and retirement plan consulting, foundation and endowment consulting, expert‑witness assignments, and performance reporting.
The firm implements portfolios primarily through mutual funds and exchange‑traded funds and may deploy customized or model‑based allocations with ongoing monitoring and periodic rebalancing. As of January 31, 2026 it reported roughly $61.3 million in assets under management, with the bulk of those assets managed on a non‑discretionary basis while retaining the ability to provide discretionary arrangements in appropriate circumstances.
Noteworthy aspects of the practice include a material institutional consulting effort that serves public sector clients and pension/profit‑sharing plans, provides participant education seminars on topics such as diversification and risk tolerance, and responds to RFPs for specialized project work—capabilities that are less common among peers. The firm also undertakes expert‑witness and performance‑reporting engagements and negotiates plan‑level consulting arrangements on an engagement‑by‑engagement basis.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expert consultant/witness
Expertise
Options & derivatives strategies
Occupation focus
Retired
Founder/Business Owner
Fee options
Fixed project fees for financial planning and consulting services, negotiable depending on scope.
$250,000 - $3,499,999: 1.00% annually >$3,500,000+: 0.75% annually
$350/hour for consulting, project-based work, and institutional services.
Account minimum: $250,000 Fee-only: Financial planning and consulting services charged as fixed project fees or hourly at $350/hour.
Main office location
Breidenbach Capital Consulting, LLC
Charlestonwn IN, United States
Number of offices
2
Most active in
Breidenbach Capital Consulting, LLC has reported serving >5 clients in these states in the last 12 months.
Indiana · Kentucky
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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