BREAKWALL INVESTMENT ADVISOR LLC
SEC RegisteredPowering and empowering our energy future.
About the firm
Breakwall's investment strategy is grounded in its deep understanding of the unique credit needs of companies across all facets of energy and the energy transition landscape. Breakwall provides innovative capital solutions for well-sponsored companies developing energy assets through short duration, development or project-style financing.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Facilitating the growth and improvement of conventional, renewable, and next generation energy companies through innovative capital solutions including short duration, development, and project-style financing.
Who they serve
Well-sponsored companies developing energy assets across conventional, renewable, and next generation energy sectors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 11 | $3.5B |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Management Fee Range | 1.00% |
| Management Fee Range | 1.50% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BREAKWALL INVESTMENT ADVISOR LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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