Shearwater Capital

Overview

Shearwater Capital is an independent, SEC-registered investment adviser organized as an LLC and operating as a fee-based wealth manager for individuals and families. The firm was registered with the SEC in 2013 and is owned by an individual. Its stated model combines portfolio management, financial planning, and education: services include portfolio management for individuals and small businesses, institutional and business portfolios, selection of outside advisers, publication of periodicals, and seminars or workshops. The firm describes itself as a capital allocator and flags active ESG investing among its preferences. Shearwater charges fees as a percentage of assets under management and engages in both direct portfolio management and manager selection, which supports use of third-party strategies alongside in-house allocations. The firm’s public filings indicate a preference for equities as the primary exposure while maintaining capacity to use mutual funds, corporate debt, and external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices