Sherpa Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sherpa Capital Management is a registered investment adviser formed in 2025 that manages roughly $107.5 million for about 158 clients, serving individuals (including high‑net‑worth clients), trusts, estates, corporations and participant‑directed retirement plans. The firm offers discretionary and non‑discretionary investment management alongside financial planning services that include life coaching, estate and tax planning and retirement plan consulting.
The firm’s investment approach is rooted in Modern Portfolio Theory and a buy‑and‑hold, passive asset‑class philosophy, typically implemented with no‑load mutual funds, ETFs and conservative fixed‑income securities and guided by written investment policy statements and Monte Carlo analysis. SCM uses model portfolios and delegates day‑to‑day portfolio management to a sub‑advisor (Focus Partners AdvisorSolutions), conducts ongoing monitoring and at least annual reviews, and provides a multi‑step financial planning process from data gathering through implementation and periodic review.
What is distinctive for a firm of this size is its mix of advisory and other industry activities: an affiliated insurance agency that assists clients with Medicare and health‑related benefits and the presence of a registered representative relationship with a broker‑dealer (Osaic Wealth), both of which are disclosed as potential conflicts of interest in the brochure. The firm also relies on third‑party providers (FPAS for sub‑advisory and back‑office services, Schwab for custody and DFA for investment support), arrangements that shape trade execution, custody practices and operational support.
Client services
Expertise
Fee options
Financial planning services charged a flat fee of $2,500, half due upon signing and half upon delivery.
$0 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $2,499,999: 0.90% $2,500,000+: 0.75%
Separate commissions may be received from insurance products sold through affiliated insurance agency; variable annuity residual compensation received by registered representative.
Main office
See officeJupiter FL
Advisors at this office
1
Offices (2)
Most active in
Delaware · Florida · New Hampshire · New Jersey · New York · Pennsylvania
Also doing business as
Sherpa Capital Management · Sherpa Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
Advisors at this firm
Peter S
Series 63, Series 65
Jupiter, FL
Sherpa Capital Management
Peter Succoso is an investment advisor at Sherpa Capital Management with 26 years of industry experience. His prior roles include positions at Woodbury Financial Services and Hornor, Townsend & Kent, LLC. Outside of his advisory work, he serves as a board member for Hockessin Montessori School and is involved in executive coaching and strategic planning through Sherpa Consulting. Sherpa Capital Management is a registered investment adviser managing approximately $107.5 million for around 158 clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a buy-and-hold, passive investment strategy based on Modern Portfolio Theory, using no-load mutual funds, ETFs, and conservative fixed-income securities, with portfolio management delegated to a sub-advisor and supported by a multi-step financial planning process.
Lawrence S
CFP®, ChFC®, Series 63, Series 65
Hockessin, DE
Sherpa Capital Management
Lawrence Springer is a CFP® and ChFC® with 46 years of industry experience. He is currently the sole advisor at Sherpa Capital Management, having previously worked at Osaic Wealth, Inc. and Woodbury Financial Services, Inc. Outside of his advisory role, he serves as president of the UM Stewardship Foundation of Greater New Jersey and teaches as an adjunct instructor for the CFP certification program at Fairleigh Dickinson University. He is also a musician and chairs the board of a church. Sherpa Capital Management advises individuals, trusts, estates, corporations, and retirement plans, managing approximately $106 million in assets. The firm employs a passive, asset-class investment approach based on Modern Portfolio Theory, utilizing diversified, low-turnover portfolios primarily composed of no-load mutual funds, ETFs, and conservative fixed-income securities.
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