HEADWATER INVESTMENT CONSULTING,INC.
CRD #133009 SEC #801-64965 MCMINNVILLE, OR 503-565-2100
SEC Registered
Total AUM
$466.3M
Discretionary
$447.6M
Employees
5
Clients
0
Accounts
1,437
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHAMBERS, SCOTT, WILSON | I | CHIEF COMPLIANCE OFFICER/OWNER | E | Control |
| CHAMBERS, SCOTT, WILSON | I | CHIEF COMPLIANCE OFFICER/OWNER | E | Control |
| CHAMBERS, SCOTT, WILSON | I | CHIEF COMPLIANCE OFFICER/OWNER | E | Control |
| CHAMBERS, SCOTT, WILSON | I | CHIEF COMPLIANCE OFFICER/OWNER | E | Control |
| CHAMBERS, SCOTT, WILSON | I | CHIEF COMPLIANCE OFFICER/OWNER | E | Control |
| CHAMBERS, SCOTT, WILSON | I | CHIEF COMPLIANCE OFFICER/OWNER | E | Control |
| CHAMBERS, SCOTT, WILSON | I | CHIEF COMPLIANCE OFFICER/OWNER | E | Control |
| CHAMBERS, SCOTT, WILSON | I | CHIEF COMPLIANCE OFFICER/OWNER | E | Control |
| CHAMBERS, SCOTT, WILSON | I | CHIEF COMPLIANCE OFFICER/OWNER | E | Control |
| CHAMBERS, SCOTT, WILSON | I | CHIEF COMPLIANCE OFFICER/OWNER | E | Control |
| CHAMBERS, SCOTT, WILSON | I | PRINCIPAL/OWNER | D | Control |
| CHAMBERS, SCOTT, WILSON | I | PRINCIPAL/OWNER | D | Control |
| CHAMBERS, SCOTT, WILSON | I | PRINCIPAL/OWNER | D | Control |
| CHAMBERS, SCOTT, WILSON | I | PRINCIPAL/OWNER | D | Control |
| CHAMBERS, SCOTT, WILSON | I | PRINCIPAL/OWNER | D | Control |
| CHAMBERS, SCOTT, WILSON | I | PRINCIPAL/OWNER | D | Control |
| CHAMBERS, SCOTT, WILSON | I | CHIEF COMPLIANCE OFFICER / PRESIDENT / FOUNDING PARTNER | D | Control |
| CHAMBERS, SCOTT, WILSON | I | CHIEF COMPLIANCE OFFICER / PRESIDENT / FOUNDING PARTNER | D | Control |
| CHAMBERS, SCOTT, WILSON | I | CHIEF COMPLIANCE OFFICER / PRESIDENT / FOUNDING PARTNER | D | Control |
| CHAMBERS, SCOTT, WILSON | I | CHIEF COMPLIANCE OFFICER / PRESIDENT / FOUNDING PARTNER | D | Control |
| LAWRENCE, BRIAN, JOHN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LAWRENCE, BRIAN, JOHN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LAWRENCE, BRIAN, JOHN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LAWRENCE, BRIAN, JOHN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LAWRENCE, BRIAN, JOHN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LAWRENCE, BRIAN, JOHN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| CHAMBERS, KEVIN, WILSON | I | MANAGING PARTNER | C | Control |
| CHAMBERS, KEVIN, WILSON | I | MANAGING PARTNER | C | Control |
| CHAMBERS, KEVIN, WILSON | I | MANAGING PARTNER | C | Control |
| CHAMBERS, KEVIN, WILSON | I | MANAGING PARTNER & PRESIDENT | C | Control |
| CHAMBERS, KEVIN, WILSON | I | MANAGING PARTNER & PRESIDENT | C | Control |
| CHAMBERS, KEVIN, WILSON | I | MANAGING PARTNER & PRESIDENT | C | Control |
| CHAMBERS, KEVIN, WILSON | I | MANAGING PARTNER & PRESIDENT | C | Control |
| CHAMBERS, SCOTT, WILSON | I | CHIEF COMPLIANCE OFFICER / PRESIDENT / FOUNDING PARTNER | C | Control |
| CHAMBERS, SCOTT, WILSON | I | CHIEF COMPLIANCE OFFICER / PRESIDENT / FOUNDING PARTNER | C | Control |
| CHAMBERS, SCOTT, WILSON | I | CHIEF COMPLIANCE OFFICER / PRESIDENT / FOUNDING PARTNER | C | Control |
| SHERWOOD, THOMAS, JAMES | I | MANAGING PARTNER | C | Control |
| SHERWOOD, THOMAS, JAMES | I | MANAGING PARTNER | C | Control |
| SHERWOOD, THOMAS, JAMES | I | MANAGING PARTNER | C | Control |
| SHERWOOD, THOMAS, JAMES | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| SHERWOOD, THOMAS, JAMES | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| SHERWOOD, THOMAS, JAMES | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| SHERWOOD, THOMAS, JAMES | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| CHAMBERS, KEVIN, WILSON | I | CLIENT MANAGER / SHAREHOLDER | B | |
| CHAMBERS, KEVIN, WILSON | I | MANAGING PARTNER | B | |
| CHAMBERS, KEVIN, WILSON | I | MANAGING PARTNER | B | |
| CHAMBERS, KEVIN, WILSON | I | MANAGING PARTNER | B | |
| CHAMBERS, KEVIN, WILSON | I | MANAGING PARTNER | B | |
| CHAMBERS, SCOTT, WILSON | I | FOUNDING PARTNER | B | Control |
| CHAMBERS, SCOTT, WILSON | I | FOUNDING PARTNER | B | Control |
| CHAMBERS, SCOTT, WILSON | I | FOUNDING PARTNER | B | Control |
| CHAMBERS, SCOTT, WILSON | I | FOUNDING PARTNER | B | Control |
| SHERWOOD, THOMAS, JAMES | I | PORTFOLIO MANAGER & RETIREMENT SPECIALIST / SHAREHOLDER | B | |
| SHERWOOD, THOMAS, JAMES | I | MANAGING PARTNER | B | |
| SHERWOOD, THOMAS, JAMES | I | MANAGING PARTNER | B | |
| SHERWOOD, THOMAS, JAMES | I | MANAGING PARTNER | B | |
| SHERWOOD, THOMAS, JAMES | I | MANAGING PARTNER | B |
Registrations
Federal
IA
Feb 3, 2025 REGISTERED
Notice Filings (9)
AZ CA CO ID NH NV OR TX WA
Address
408 SE 1ST ST.MCMINNVILLE, OR 97128
United States
Phone: 503-565-2100