Eric Malden
Shearwater Capital · Denver, Colorado
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.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Shearwater Capital |
|---|---|
| Based in | Denver, Colorado |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $427.3M across 731 accounts |
| SEC registration | Investment adviser representative in CA, CO, MO · CRD 4451224 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.shearcap.com |
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Questions about Eric
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Shearwater Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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