Jupiter, FL Office
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Sherpa Capital Management
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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
Based on Sherpa Capital Management
Location
Jupiter FL
Advisors at this office
1
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