Robert William Shoemaker,Iii
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$62,265,467
Clients
63
Advisors
1
of 1 employees
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
Expertise
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
Gettysburg PA
Advisors at this office
1
Most active in
California · Massachusetts · Pennsylvania
Also doing business as
Robert William Shoemaker,Iii · Robert William Shoemaker,Iii, Ria · Shoemaker Iii, Robert, William
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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