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HEADWATER INVESTMENT CONSULTING,INC.
CRD 133009File 801-64965
APPROVED
Retail clients
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$543.0M
Above cohort median (national)
Discretionary AUM
$523.6M
Non-discretionary $19.4M
Clients
649
1,544 accounts
Employees
7
Above cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 29, 2005
- Principal office
- 408 SE 1ST ST., MCMINNVILLE, OR, 97128
- Phone
- 503-565-2100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $543.0M
- Discretionary AUM
- $523.6M
- Non-discretionary AUM
- $19.4M
- Discretionary accounts
- 1,451
- Non-discretionary accounts
- 93
- Total accounts
- 1,544
- AUM per client
- $837K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $13.1M |
| Charitable organizations | 42 | $36.1M |
| High net worth individuals | 185 | $286.0M |
| Pension and profit sharing plans | Fewer than 5 | $477K |
| Individuals (other than high net worth individuals) | 403 | $207.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.