Shorebreak Capital, LLC is a fee-only, fiduciary Registered Investment Advisor based in Austin, Texas, founded in 2016 by Bryan Bourgeois. The firm offers customized financial planning and investment management services to individuals, families, and institutions, emphasizing a risk-first approach.

In partnership with Redwood Investment Management, Shorebreak provides five proprietary risk-calibrated portfolios designed to align with clients’ risk tolerance and financial goals, with advisory fees starting at 0.95% and a minimum investment of $100,000. Additionally, clients gain access to exclusive Co-Investment Institutional Interval Funds, typically reserved for institutional investors, offering quarterly liquidity and diversification beyond traditional markets.

Shorebreak Capital serves a diverse clientele, including executives, entrepreneurs, retirees, and high-net-worth individuals, offering both in-person and virtual services, with assets custodied through Charles Schwab Institutional and Interactive Brokers.