About Shearwater Capital
Shearwater Capital is a Financial Services company based in St. Louis (United States) founded in 1999. It provides fee-only advisory, investment, and retirement planning for physicians. It operates on a B2B and Fee-Only Advisory model. Shearwater Capital offers products and services including Investment Management, Comprehensive Financial Planning, and Retirement Planning. Its focus areas include Investment Tech, Advisory, Physician Financial Planning and Retirement Planning. Its legal entity is Shearwater Capital LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Shearwater Capital is a fee-only registered investment advisory firm based in St. Louis, specializing in comprehensive financial planning, investment management, and retirement services for physicians and their families. They use an evidence-based approach grounded in academic finance to help clients grow and protect assets, addressing unique financial challenges like tax planning and wealth preservation. With over 20 years of experience, the firm ensures personalized strategies for sustainable retirement income and overall financial security.
- Headquarters St. Louis, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website shearwatercapital.com
- Social Facebook
- Legal Name Shearwater Capital Llc
Products & Services of Shearwater Capital
Shearwater Capital offers a comprehensive portfolio of products and services, including Investment Management, Comprehensive Financial Planning, and Retirement Planning.
Manages assets using evidence-based strategies for growth
Analyzes finances and provides recommendations for budgeting
Designs strategies for secure and tax-efficient retirement income
Competitors of Shearwater Capital
Shearwater Capital has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Shearwater Capital
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Web traffic of Shearwater Capital
The website of Shearwater Capital (shearwatercapital.com) receives about 1.2K visits a month.
- Monthly visits1.2K
▲ 658.9% vs previous month
Websites whose visitors overlap most with Shearwater Capital. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| sparxgroup.com | 100% | 3.7K | View details | ||
| integra.com | 100% | 5.8K | View details | ||
| bh-co.com | 64% | 1.9K | View details |
Top companies in Investment Banks
3 companies that operate in the same segment as Shearwater Capital (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 119.72 B | 80,000 |
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Frequently Asked Questions about Shearwater Capital
Shearwater Capital was founded in 1999.
Shearwater Capital is headquartered in St. Louis, United States. It is registered at St. Louis, Missouri, United States.
Shearwater Capital is a fee-only registered investment advisory firm based in St. Louis, specializing in comprehensive financial planning, investment management, and retirement services for physicians and their families. They use an evidence-based approach grounded in academic finance to help clients grow and protect assets, addressing unique financial challenges like tax planning and wealth preservation. With over 20 years of experience, the firm ensures personalized strategies for sustainable retirement income and overall financial security.
Shearwater Capital's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Shearwater Capital offers Investment Management, Comprehensive Financial Planning, and Retirement Planning.
Shearwater Capital operates through Shearwater Capital Llc.