# HEADWATER INVESTMENT CONSULTING,INC.

HEADWATER INVESTMENT CONSULTING,INC. of MCMINNVILLE, OR is an SEC-registered investment adviser.

## Registration

- CRD: 133009
- Type: SEC-registered investment adviser
- SEC file number: 801-64965
- Location: 408 SE 1ST ST., MCMINNVILLE, OR, 97128
- Phone: 503-565-2100
- Latest filing: 2026-03-18
- Regulatory AUM: $543.0M
- Discretionary AUM: $523.6M
- Non-discretionary AUM: $19.4M
- Clients: 7
- Accounts: 1,544

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Scott Wilson Chambers | FOUNDING PARTNER | — |
| Thomas James Sherwood | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |
| Kevin Wilson Chambers | MANAGING PARTNER & PRESIDENT | — |
| LAWRENCE DAVID JOHN | PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| CHAMBERS SCOTT WILSON | CHIEF COMPLIANCE OFFICER/OWNER; CHIEF COMPLIANCE OFFICER / PRESIDENT / FOUNDING PARTNER; CLIENT MANAGER / SHAREHOLDER (+4 more) | — |
| SHERWOOD THOMAS JAMES | MANAGING PARTNER; MANAGING PARTNER & CHIEF COMPLIANCE OFFICER; PORTFOLIO MANAGER & RETIREMENT SPECIALIST / SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133009/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133009/similar
- Related entities: https://search.stillhousedata.com/firm/133009/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133009

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.