Headwater Investment Consulting,inc.
● SEC registered since 2005CRD 133009SEC# 801-64965McMinnville, OR
Reg. AUM
$543M
Employees
7
Accounts
1,544
Location
McMinnville, OR
Headwater Investment Consulting,inc. assets under management
Headwater Investment Consulting,inc. is an investment advisory firm registered with the SEC based in McMinnville, OR. The firm has been registered since 2005. It reports $543 million in regulatory assets under management and employs 7 people.
Headwater Investment Consulting,inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Wilson Chambers Control | Managing Partner & President | 25-50% | 2018 |
| Scott Wilson Chambers Control | Founding Partner | 10-25% | 2004 |
| Thomas James Sherwood Control | Managing Partner & Chief Compliance Officer | 25-50% | 2018 |
Frequently asked questions
How much does Headwater Investment Consulting,inc. manage?
Headwater Investment Consulting,inc. reports $543 million in regulatory assets under management on its Form ADV.
How many employees does Headwater Investment Consulting,inc. have?
Headwater Investment Consulting,inc. reports 7 employees.
Where is Headwater Investment Consulting,inc. located?
Headwater Investment Consulting,inc. is based in McMinnville, OR and has been SEC-registered since 2005.
Does Headwater Investment Consulting,inc. disclose fund performance?
Headwater Investment Consulting,inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 408 SE 1st St., McMinnville, OR 97128 |
| Phone | 503-565-2100 |
| Fax | (503) 565-2101 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$543M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$543Mregulatory AUM
Discretionary $523.6MNon-discretionary $19.4M