Leonard Brecken
Brecken Capital Advisors · Weddington, North Carolina
Leonard Brecken is a fee-only financial advisor at Brecken Capital Advisors in Weddington, North Carolina. Leonard focuses on retirement planning, tax planning and small business owners. Brecken Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Brecken Capital Advisors |
|---|---|
| Based in | Weddington, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $15.3M across 49 accounts |
| SEC registration | Investment adviser representative in NC · CRD 2183276 |
| Exams passed | Series 63 (1996) · Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.breckencapitaladvisors.com |
| Profile |
How Leonard's firm compares
- Brecken Capital Advisors's average account is about $312,000, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Leonard
Is Leonard Brecken a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leonard holds no broker registration, and Brecken Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leonard charge for financial advice?
Leonard's firm, Brecken Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Leonard Brecken based?
Leonard Brecken is based in Weddington, North Carolina.
What does Leonard specialize in?
Leonard's specialties include retirement planning, tax planning, small business owners and founders (pre-exit).
Is Leonard Brecken registered with the SEC?
Yes. Leonard Brecken is registered as an investment adviser representative in NC (CRD 2183276), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brecken Capital Advisors manage?
Brecken Capital Advisors reports $15.3M across 49 accounts in assets under management.
How do I contact Leonard Brecken?
Through Leonard's website, www.breckencapitaladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Brecken Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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