RIA Intel›Advisers›Pennsylvania›SHOEMAKER III, ROBERT, WILLIAM

SHOEMAKER III, ROBERT, WILLIAM

Advisory

PA

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in PA
#989
of 1,528 advisers by AUM
AUM change, 1 year
-5.1%
26th percentile in PA
AUM CAGR, 3 year
+11.1%
compound annual growth
Average account
$423K
across 150 accounts
AUM per adviser
$64M
1 advisers
Filing history
11
filings since 2008

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM
$64M
1-Year AUM Growth
-5.1%
3-Year CAGR
+11.1%
Employees
1
Assets Under Management
Total AUM$64M
Discretionary AUM$54M
Non-Discretionary AUM$10M
Discretionary %84.6%
Total Clients65
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record11
First FilingApr 16, 2008
Latest FilingMar 13, 2026
Full AUM trend chart and 11 historical filings spanning 18+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA, MA, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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