S
$427.3M Total AUM
$426.0M Disc. AUM
15.6% 3Y CAGR
4 Employees
180 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-24-1999
- Office Locations
- 3
Office Locations
2000 S Colorado Blvd. Tower 1 Suite 2000-1148 Denver CO
-- Ballwin MO
-- Redondo Beach CA
About Shearwater Capital
Shearwater Capital is a fee-only, physician-led RIA providing comprehensive investment management and financial planning for physicians and their families nationwide. The firm uses an evidence-based, academic-finance approach focused on low costs, tax efficiency, and disciplined decision-making. Portfolios are primarily implemented with ETFs, and the practice uses Charles Schwab as a custodian.
Team overview
65 AVG AGE
$106.8M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
22.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
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Fund Managers
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Investment Themes
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Services
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Technology
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Owner & Executives
JEFFREY JERRAM BROWN
Chief Investment Officer, PRINCIPAL
- CRD
- #4450573
- Ownership
- 50% but less than 75%
Available
Available
Available
E
ERIC STUART MALDEN
Associate, PRINCIPAL
- CRD
- #4451224
- Ownership
- 50% but less than 75%
Available
Available
Available
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P
PAT WANG
Vice President
- CRD
- #2637650
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $426,037,096 | $593,366 |
| Non-Discretionary | $1,228,102 | $94,469 |
| Total | $427,265,198 | $584,494 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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