Shearwater Capital LLC Email Format

Financial ServicesMissouri, United States2-10 Employees

Shearwater Capital LLC operates in the financial services sector, focusing on investment management and financial planning. The firm was founded by physicians who bring more than four decades of combined experience as professional investment advisors serving physicians and their families. It targets physician clients and households, applying an evidence-based approach to help them pursue long-term financial security.

As a fiduciary advisory firm, it has a legal obligation to prioritize client interests in all aspects of its work. The company is based in St. Louis, Missouri, at 7750 Maryland Avenue, and positions itself within the investment advisory space rather than custody or trading roles. It does not execute securities transactions or hold client funds, and notes that investment products are not guaranteed by the firm or the U.S. government and carry risk.

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