| 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 |
Headwater Investment Consulting,inc. reports $466.3 million in regulatory assets under management on its Form ADV.
Headwater Investment Consulting,inc. reports 5 employees.
Headwater Investment Consulting,inc. is based in McMinnville, OR and has been SEC-registered since 2005.
Headwater Investment Consulting,inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $447.6M |
| Non-discretionary | $18.7M |
| Total (RAUM) | $466.3M |