Hockessin, DE Office

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Sherpa Capital Management

Supported

Firm-wide stats for Sherpa Capital Management

Total advisors

Across 2 offices

Clients per advisor

79 High

Avg AUM per client

$671,175 Typical

HNW client ratio

35% Typical

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.

Based on Sherpa Capital Management

Expertise

Wealth management Passive / index investing Retirement income strategy Tax-loss harvesting Charitable giving tax strategies

Based on Sherpa Capital Management

Location

722 Yorklyn Road, Suite 300

Hockessin DE 19707

Advisors at this office

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.

Wealth management Passive / index investing Retirement income strategy Tax-loss harvesting Charitable giving tax strategies

View complete list of advisors at this office

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