# Eric Malden

> Eric Malden is a fee-only financial advisor at Shearwater Capital in Denver, Colorado. Eric charges a percentage of assets and focuses on physicians & residents and retirement planning.

Page: https://find.wellspent.co/advisors/eric-malden/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Shearwater Capital
- **Based in:** Denver, Colorado
- **Fee model:** Percentage of assets
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $427.3M across 731 accounts
- **Specialties:** Physicians & residents, Retirement planning
- **Works with:** Physicians
- **CRD:** 4451224 (https://adviserinfo.sec.gov/individual/summary/4451224)
- **SEC registration:** Investment adviser representative in CA, CO, MO
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.shearcap.com

## Frequently asked questions

### Is Eric Malden a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Shearwater Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Eric charge for financial advice?

Eric charges a percentage of assets.

### Does Eric work with clients virtually?

Yes. Shearwater Capital says on its website that it works with clients remotely.

### Where is Eric Malden based?

Eric Malden is based in Denver, Colorado.

### What does Eric specialize in?

Eric's specialties include physicians & residents and retirement planning. Eric works with physicians.

### Is Eric Malden registered with the SEC?

Yes. Eric Malden is registered as an investment adviser representative in CA, CO and MO (CRD 4451224), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Shearwater Capital manage?

Shearwater Capital reports $427.3M across 731 accounts in assets under management.

### How do I contact Eric Malden?

Through Eric's website, www.shearcap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4451224): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.shearwatercapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.