SHEARWATER CAPITAL

Overview

Shearwater Capital is an independent, fee-based registered investment adviser organized as an LLC and active since 2013. The firm serves high-net-worth individuals and families and positions itself as a capital allocator — managing core equity exposure while selectively placing assets with outside managers for specialized or alternative strategies. Investment activity centers on exchange-traded equities and ETFs, with an active ESG posture incorporated into manager or security selection. Service lines include financial planning, discretionary portfolio management for individuals and small businesses, selection of other advisers, and client education through publications and seminars. The firm’s investment approach appears to emphasize a core ETF-driven equity sleeve supplemented by external manager allocations and traditional fixed‑income instruments. That mix supports a multi-strategy, manager‑of‑managers model: in-house allocation and oversight combined with outsourcing to specialist third‑party fund managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices