Breiter Capital Management Inc.

Breiter Capital Management Inc. (CRD# 108976) is a financial advisory firm headquartered in Bradenton, FL. They manage $125,177,157 in 136 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $920,420
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, CA, FL, LA, NY, OH, TX, VA

Financial Advisors at Breiter Capital Management Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Charles B. Campbell
CRD#: 3030693
1001 Third Ave West, Suite 450, Bradenton, FL 34205
96
Wealthminder
score

Charles Campbell (CRD# 3030693) is an Investment Advisor Representative working at Breiter Capital Management Inc. in Bradenton, FL and has over 7 years of experience in the finance industry. Charles Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David C. Keel
CRD#: 1682509
Jacksonville, FL
96
Wealthminder
score

David Keel (CRD# 1682509) is an Investment Advisor Representative working at Breiter Capital Management Inc. in Jacksonville, FL and has over 22 years of experience in the finance industry.

3
Robert W. Frailey
CRD#: 2924243
1001 Third Ave West, Suite 450, Bradenton, FL 34205
93
Wealthminder
score

Robert Frailey (CRD# 2924243) is an Investment Advisor Representative working at Breiter Capital Management Inc. in Bradenton, FL and has over 20 years of experience in the finance industry.

4
John M. Hinkson
CRD#: 2237243
1001 Third Ave West, Suite 450, Bradenton, FL 34205
93
Wealthminder
score

John Hinkson (CRD# 2237243) is an Investment Advisor Representative working at Breiter Capital Management Inc. in Bradenton, FL and has over 25 years of experience in the finance industry.

5
Cari A. Lamontagne
CRD#: 3044736
1001 Third Ave West, Suite 450, Bradenton, FL 34205
93
Wealthminder
score

Cari Lamontagne (CRD# 3044736) is an Investment Advisor Representative working at Breiter Capital Management Inc. in Bradenton, FL and has over 16 years of experience in the finance industry.

6
Geoffrey H. Niebaum
CRD#: 4877678
1001 Third Ave West, Suite 450, Bradenton, FL 34205
93
Wealthminder
score

Geoffrey Niebaum (CRD# 4877678) is an Investment Advisor Representative working at Breiter Capital Management Inc. in Bradenton, FL and has over 13 years of experience in the finance industry.

7
John L. Zimnik
CRD#: 2286068
1001 3rd Ave West, Suite 450, Bradenton, FL 34205
86
Wealthminder
score

John Zimnik (CRD# 2286068) is an Investment Advisor Representative working at Breiter Capital Management Inc. in Bradenton, FL and has over 25 years of experience in the finance industry. John Zimnik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Thomas H. Breiter
CRD#: 1716788
101 South Bay Blvd. / Suite B-4, P.o. Box 818, Anna Maria, FL 34216
78
Wealthminder
score

Thomas Breiter (CRD# 1716788) is an Investment Advisor Representative working at Breiter Capital Management Inc. in Anna Maria, FL and has over 30 years of experience in the finance industry.

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