RIA Intel›Advisers›Texas›SHOREBREAK CAPITAL, LLC

SHOREBREAK CAPITAL, LLC

Advisory

AUSTIN, TX

Data as of Jul 28, 2026 · Source: SEC Form ADV

Rank in TX

#2,121

of 2,813 advisers by AUM

Average account

$113K

across 186 accounts

AUM per adviser

$11M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 28, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients186

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

186 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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