R
Robert William Shoemaker,Iii
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$63,523,373
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
63
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
63
Average account size
$1,008,308
About
The firm provides continuous portfolio management and financial planning to a mix of individual and high-net-worth clients as well as pension and profit‑sharing plans, corporations, and charitable organizations. Services include both discretionary and non‑discretionary account management and written financial plans addressing investments, tax and estate considerations.
Investment decisions are informed by a blend of fundamental, technical, quantitative, qualitative, and cyclical analysis with an emphasis on asset allocation, mutual funds and ETFs, and periodic rebalancing (at least semi‑annually); Morningstar is cited as a primary research source. The firm uses both long‑ and short‑term strategies, may rarely employ margin, and implements accounts through third‑party custodians with standard custodial reporting and fee invoicing procedures.
Notably, the firm’s client mix — which includes charitable organizations and institutional plan clients — is uncommon for a small independent adviser, and it manages roughly $63.5 million across its client base. The brochure discloses a 2006 criminal conviction followed by a 2012 state order that conditionally approved registration; prospective clients are referred to regulatory records for further information.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Fee options
$0 - $1,000,000: 0.8% $1,000,000 - $2,000,000: 0.7% $2,000,000+: 0.6%
$200 to $300 per hour
Main office location
Robert William Shoemaker,Iii
Gettysburg PA, United States
Number of offices
1
Most active in
Robert William Shoemaker,Iii has reported serving >5 clients in these states in the last 12 months.
California · Massachusetts · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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