Shearwater Capital

Shearwater Capital (CRD# 115399) is a financial advisory firm headquartered in Denver, CO. They manage $306,864,566 in 692 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
2000 S Colorado Blvd. Tower 1, Suite 2000-1148, Denver, CO 80222
http://www.shearwatercapital.com
By the Numbers
  • Total Assets Under Management
    307
    MILLION
  • Total Number of Accounts
    692
    ACCOUNTS
  • Average Account Value
    $443,446
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Shearwater Capital
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey Brown, financial advisor Denver CO
Jeffrey J. Brown
CRD#: 4450573
2000 S Colorado Blvd. Tower 1, Suite 2000-1148, Denver, CO 80222

Jeffrey Brown (CRD# 4450573) is an Investment Advisor Representative working at Shearwater Capital in Denver, CO and has over 21 years of experience in the finance industry.

2
Eric Malden, financial advisor Saint Louis MO
Eric S. Malden
CRD#: 4451224
8304 Kingsbury Blvd., Saint Louis, MO 63105

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.

3
Jared Meese, financial advisor Ballwin MO
Jared A. Meese
CRD#: 4243017
Ballwin, MO

Jared Meese (CRD# 4243017) is an Investment Advisor Representative working at Shearwater Capital in Ballwin, MO and has over 23 years of experience in the finance industry.

4
Pat Wang, financial advisor Redondo Beach CA
Pat Wang
CRD#: 2637650
Redondo Beach, CA

Pat Wang (CRD# 2637650) is an Investment Advisor Representative working at Shearwater Capital in Redondo Beach, CA and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals