Breidenbach Capital Consulting, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$27,974,719
Clients
52
Advisors
1
of 1 employees
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
Expertise
Occupation focus
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
Charlestown IN
Advisors at this office
1
Most active in
Indiana · Kentucky
Also doing business as
Breidenbach Capital Consulting, LLC · Breidenback Capital Consulting, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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