MCMINNVILLE, ORCRD 133009Latest ADV March 18, 2026
Headwater Investment Consulting,Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Mcminnville, OR. Its latest Form ADV filing, dated March 18, 2026, reports $543M in regulatory assets under management, 7 employees, and 1,544 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.1% of total clients.
Top client categories% of clientsClients
1
Individuals
62.1%
403
2
HNWI
28.5%
185
3
Charitable
6.5%
42
4
Corporations
2.9%
19
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$543Mas of March 18, 2026
Discretionary96.4%
$524M
96% of total RAUM96.4%
Non-discretionary3.6%
$19M
4% of total RAUM3.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$543M
Total Accounts1,544
10Y AUM Change+$361M (+198.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee93:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.