SHEARWATER CAPITAL

SHEARWATER CAPITAL, LLC

CRD 115399 · SEC 801-77787

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2000 S COLORADO BLVD. TOWER 1, SUITE 2000-1148, DENVER, CO, 80222, United States

Phone

314-434-4750

Fax

314-256-9367

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$427.3M

Discretionary AUM

$426.0M

Team

4 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-17

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	60	$18.8M
High net worth individuals	120	$402.1M

States served

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

All web addresses on file

HTTP://WWW.SHEARCAP.COM
HTTP://WWW.SHEARWATERCAPITAL.COM
HTTPS://WWW.FACEBOOK.COM/SHEARWATERCAPITAL/
https://www.twitter.com/ShearwaterCap
https://www.linkedin.com/in/jeffrey-brown-cfp

Official SEC filing: View on IAPD