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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