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SHEARWATER CAPITAL
2000 S Colorado Blvd. Tower 1
Suite 2000-1148
Denver, Colorado 80222
Tel: 314-434-4750
About SHEARWATER CAPITAL
SHEARWATER CAPITAL, formally registered with the SEC as SHEARWATER CAPITAL. The firm was established in 04/02/2013. They have over 2 offices throughout the country.
SHEARWATER CAPITAL is a Denver, Colorado based Financial Planning firm with nearly $348,161,272 assets under management, offering retirement planning & investment advisory services to 694 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115399 |
| SEC# | 801-77787 |
| Assets Managed by Firm | $348,161,272 |
| No. of Clients | 694 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 694 | $348,161,272 |
| Individuals (other than high net worth individuals) | 77 | $22,927,342 |
| High net worth individuals | 101 | $316,732,118 |
| Pension and profit sharing plans | Fewer than 5 clients | $8,501,812 |
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