Shorebreak Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shorebreak Capital provides fee-based financial planning and portfolio management to a mix of individual investors (including accredited investors and high-net-worth clients), trusts, estates, retirement plans, charitable organizations, and closely held businesses. The state‑registered firm, founded in 2016, manages roughly $21 million across a small advisory team and primarily provides discretionary asset management while clients retain custody of their assets.
The firm uses a risk‑calibrated model approach with five strategic portfolios that specify target volatility ranges and are actively monitored and rebalanced — typically reviewed weekly — to respond to macroeconomic conditions and market rotations. Portfolios commonly use ETFs and mutual funds but may also include individual securities, options, closed‑end funds, and access to institutional credit and real‑estate interval funds; clients execute investment policy statements and may impose investment restrictions.
Compared with many peers, Shorebreak discloses several atypical business practices: it accepts non‑traded, non‑listed securities and maintains advisory fee obligations tied to those positions until a liquidity event occurs (even if the adviser is removed), and it operates multiple overlapping fee and model‑portfolio programs including legacy arrangements and differing billing practices. The firm also notes that some affiliated representatives engage in outside businesses (insurance, real estate, business consulting and other roles), and one advisory representative disclosed a prior termination from a broker‑dealer for internal policy violations.
Client services
Expertise
Fee options
Starts at $3,000 one-time flat fee for comprehensive financial plan; legacy flat advisory fee $750/month for some clients
$0 - $50,000: 1.85% $50,000 - $100,000: 1.5% $100,001 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $750,000: 1.00% $750,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001 - $50,000,000: 0.85% $50,000,001+: Negotiable
$250/hour for financial planning services for smaller projects
Starts at $300/month for ongoing financial planning
Account minimum: $25,000 Minimum fee: Legacy flat advisory fee of $750 per month ($9,000 annually) for certain clients prior to 01/2026 Fee-only: Financial planning fees starting at $300/month (ongoing), $3,000 one-time flat fee for comprehensive plans, $250/hour for smaller projects
Main office
See office2513 De Soto Dr.
Austin TX 78733
Advisors at this office
1
Offices (2)
Most active in
Tennessee · Texas
Also doing business as
Blue Pacific Wealth Management, Inc. · Blue Ventures, LLC; Dba Davinci Orthopedics · Commerical Real Estate Broker · Kibbel Financial Planning · Miami Asset Management, Inc. · Shorebreak Capital, LLC · Www.Economicstockcharts.Com
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Steven K
CFP®, ChFC®, Series 66
Franklin, TN
Shorebreak Capital, LLC
Steven Kibbel is a financial advisor at Shorebreak Capital, LLC in Franklin, TN, with 8 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining Shorebreak Capital in 2025, he worked at LPL Financial, Beacon Capital Management, Bank of America, and Merrill Lynch. He is also an author of financial planning books through his business, Kibbel Financial Planning. Shorebreak Capital provides fee-based financial planning and portfolio management to individuals, trusts, retirement plans, and closely held businesses. The firm employs a risk-calibrated model approach with actively monitored and rebalanced portfolios incorporating ETFs, mutual funds, individual securities, and other investment vehicles.
Bryan B
Series 63, Series 65
Austin, TX
Shorebreak Capital, LLC
Bryan Bourgeois is a financial advisor with Shorebreak Capital, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at firms including Workman Securities Corporation and Blue Pacific Wealth Management. Outside of advisory roles, he is involved in commercial real estate brokerage and is engaged with Blue Ventures, LLC, a company focused on medical equipment patenting, design, production, and marketing. Shorebreak Capital provides fee-based financial planning and portfolio management to individual investors, trusts, estates, retirement plans, charitable organizations, and closely held businesses. The firm employs a risk-calibrated model approach with actively managed portfolios, using a variety of investment vehicles including ETFs, mutual funds, individual securities, options, and alternative credit and real estate funds.
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