Jeffrey Brown
Shearwater Capital · Denver, Colorado
Jeffrey Brown is a fee-only financial advisor at Shearwater Capital in Denver, Colorado, who holds the CFA credential. Jeffrey 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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, CO, FL, IL, MO, TX · CRD 4450573 |
| Exams passed | Series 65 (2002) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.shearcap.com |
| Profile |
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Questions about Jeffrey
Is Jeffrey Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?
Jeffrey charges a percentage of assets.
Does Jeffrey work with clients virtually?
Yes. Shearwater Capital says on its website that it works with clients remotely.
Where is Jeffrey Brown based?
Jeffrey Brown is based in Denver, Colorado.
What does Jeffrey specialize in?
Jeffrey's specialties include physicians & residents and retirement planning. Jeffrey works with physicians.
What credentials does Jeffrey Brown hold?
Jeffrey Brown holds the CFA credential.
Is Jeffrey Brown registered with the SEC?
Yes. Jeffrey Brown is registered as an investment adviser representative in CA, CO, FL, IL, MO and TX (CRD 4450573), 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 Jeffrey Brown?
Through Jeffrey'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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