Shearwater Capital

Shearwater Capital (CRD# 115399) is a financial advisory firm headquartered in , . They manage $140,500,000 in 664 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    664
    ACCOUNTS
  • Average Account Value
    $211,596
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

CA, CO, FL, IL, MO, TX, WA

Financial Advisors at Shearwater Capital
Showing 1 - 9 of 9 top financial advisors.
1
Jeffrey J. Brown
CRD#: 4450573
Saint Louis, MO
96
Wealthminder
score

Jeffrey Brown (CRD# 4450573) is an Investment Advisor Representative working at Shearwater Capital in Saint Louis, MO and has over 14 years of experience in the finance industry.

2
John F. Bell
CRD#: 5251459
Saint Louis, MO
93
Wealthminder
score

John Bell (CRD# 5251459) is an Investment Advisor Representative working at Shearwater Capital in Saint Louis, MO and has over 11 years of experience in the finance industry.

3
James M. Boler
CRD#: 5830804
Niskayuna, NY
93
Wealthminder
score

James Boler (CRD# 5830804) is an Investment Advisor Representative working at Shearwater Capital in Niskayuna, NY and has over 7 years of experience in the finance industry.

4
Aloysius M. Brown
CRD#: 4324674
Saint Charles, MO
93
Wealthminder
score

Aloysius Brown (CRD# 4324674) is an Investment Advisor Representative working at Shearwater Capital in Saint Charles, MO and has over 15 years of experience in the finance industry.

5
Jared A. Meese
CRD#: 4243017
Ballwin, MO
93
Wealthminder
score

Jared Meese (CRD# 4243017) is an Investment Advisor Representative working at Shearwater Capital in Ballwin, MO and has over 16 years of experience in the finance industry.

6
Kishan D. Yalavarthi
CRD#: 5259023
Ballwin, MO
93
Wealthminder
score

Kishan Yalavarthi (CRD# 5259023) is an Investment Advisor Representative working at Shearwater Capital in Ballwin, MO and has over 10 years of experience in the finance industry.

7
Joseph Dillard
CRD#: 6327624
Billings, MT
89
Wealthminder
score

Joseph Dillard (CRD# 6327624) is an Investment Advisor Representative working at Shearwater Capital in Billings, MT and has over 2 years of experience in the finance industry.

8
Eric S. Malden
CRD#: 4451224
8304 Kingsbury Blvd., Saint Louis, MO 63105
87
Wealthminder
score

Eric Malden (CRD# 4451224) is an Investment Advisor Representative working at Shearwater Capital in Saint Louis, MO and has 1 year of experience in the finance industry.

9
Pat Wang
CRD#: 2637650
Redondo Beach, CA
83
Wealthminder
score

Pat Wang (CRD# 2637650) is an Investment Advisor Representative working at Shearwater Capital in Redondo Beach, CA and has over 21 years of experience in the finance industry.

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