A complete list of active advisors currently associated with Shorebreak Capital, LLC

Warmer can help you find a great advisor at Shorebreak Capital, LLC or one who fits your needs even better.

Shorebreak Capital is a fee-based financial planning and asset-management firm serving individual investors (including accredited and high-net-worth clients), trusts, estates, charitable organizations, retirement and profit-sharing plans, and closely held business entities. It offers personalized financial planning and retirement planning alongside ongoing portfolio management and access to alternative institutional products such as institutional credit and real estate interval funds. The firm manages client assets through a set of five risk‑calibrated model portfolios and an active management program, with discretionary authority used for the majority of accounts and weekly monitoring and rebalancing of allocations. Portfolios commonly use ETFs and mutual funds but may also include individual equities, fixed-income, options strategies and non-traded securities, and clients may impose investment restrictions documented in an investment policy statement. What distinguishes this firm from many peers is its direct access to institutional credit and real estate interval funds and its ongoing management of non-traded, non‑listed securities purchased after January 2018, where advisory arrangements remain in place until a liquidity event occurs. Shorebreak also maintains multiple fee and service arrangements—including subscription-style ongoing planning, flat-fee model program options, and legacy fee arrangements—which creates a broader set of engagement options than is typical for similarly sized supported advisers.

To learn more about the advisors currently working at Shorebreak Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.