Thomas James Sherwood
Investment adviser representative at Headwater Investment Consulting,inc.
11 yearsExperience
2 statesRegistered in
$543MFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Bernards & Associates, Cpas, PcJan 2026 to now
- Headwater Investment Consulting, Inc.Jan 2012 to now
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Headwater Investment Consulting,inc.
$543MAssets managed
649Clients
5Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5821112
- Firm CRD
- 133009