Jonathan A Shaw
Investment adviser representative at Catawba River Capital
12 yearsExperience
1 stateRegistered in
$325.1MFirm assets
8 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Catawba River CapitalApr 2023 to now
- R.P. Boggs & Co. Wealth ManagementMar 2023 to now
- Core ScientificDec 2021 to Mar 2023
- FlexentialOct 2019 to Nov 2021
- PricewaterhousecoopersOct 2014 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (SC).
Catawba River Capital
$325.1MAssets managed
275Clients
3Advisers
8 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
- 7726075
- Firm CRD
- 134217