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Jonathan A Shaw

Catawba River Capital

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About Jonathan A Shaw

Jonathan A. Shaw is an investment advisor representative for Catawba River Capital. He is a registered investment advisor in South Carolina. Jonathan Shaw has been in the financial services industry since October 2014. He is licensed to offer investment advisory services to individuals, corporations, and charitable organizations. Catawba River Capital provides a wide range of financial planning and investment management services. They offer a variety of advisory services, including financial planning, portfolio management, and private investment management services.

Firm Information

Jonathan Shaw is currently registered with Catawba River Capital. Catawba River Capital is a Registered Investment Advisor based in LAKE WYLIE, SC with $235,067,030 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and other private investment management services. They primarily serve high-net-worth individuals, corporations, and charitable organizations.
Catawba River Capital

4100 CHARLOTTE HWY.

LAKE WYLIE, SC 29710

$235.07M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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private investment management services

Private investment management services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Shaw’s Registration & Firm History

SC

04/13/2023 - Present

Catawba River Capital (LAKE WYLIE SC)

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Licenses & Designations

IA

Issued 04/04/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan A Shaw.
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