Shorebreak Capital, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 283921
· Austin, TX
· www.kibbelfinancialplanning.com
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ADV data as of Jul 28, 2026
- Regulatory AUM
- $21.0M
- Discretionary
- $21.0M
- Clients
- 186
- Avg AUM / client
- $113K
- Accounts
- 186
- Employees
- 2
AUM over time
$21.0M
$21.0M
Mar 17, 2026
Jul 28, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 183 | $17.0M | 81.0% |
| High net worth individuals | 3 | $4.0M | 19.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryan Joseph Bourgeois | Registered representative | Oct 2016 (10y) | ||
| Steven Jay Kibbel | Registered representative | CFP Chartered Financial Consultant | Nov 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗