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Where Sophisticated Investors Come To Invest

Portfolio Management, Financial Planning, Insurance & More


Leveraging Over 25 years of Wall Street Experience & Charles Schwab's Institutional Platform  To Uncover Value & Growth for Clients

Brecken Capital Advisors (referred as "BCA" herein) offers a wide range of financial services for both businesses & individuals aimed at achieving client's financial goals.  Whether those goals be profit oriented for a business or financial goals for individuals we strive to do so by preserving & growing your capital.  We deliver personalize portfolio management by designing our own model portfolios.  Thus, clients obtain a different level of insight into their investments and potentially achieve their financial goals.  Contact us to learn more.

Brecken Capital Advisors, LLC( referred as “BCA” herein) is a registered investment adviser offering advisory services in the State of North Carolina and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BCA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of BCA, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.


Wealth Managment

Asset Management, Financial Planning, Insurance & More

Business Meeting

Business Consulting

Exit Planning & Valuation Planning

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657 Santolina Ct
Weddington, Union County 28173

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