# Robert William Shoemaker,iii

> Robert William Shoemaker,iii is a state-registered investment advisory firm in Gettysburg, PA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 128852
- Filed as: ROBERT WILLIAM SHOEMAKER,III
- Legal name: Shoemaker III, Robert, William
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gettysburg, PA
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128852
- AdvisorCensus page: https://advisorcensus.com/firm/robert-william-shoemaker-iii-gettysburg-pa-128852

## Quick answers

**How is Robert William Shoemaker,iii compensated?**
On its Form ADV (Item 5.E, October 2026), Robert William Shoemaker,iii reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Robert William Shoemaker,iii located?**
Robert William Shoemaker,iii's principal office is in Gettysburg, PA, according to its Form ADV.

**Is Robert William Shoemaker,iii registered with the SEC or a state?**
Robert William Shoemaker,iii is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 128852.

**How much does Robert William Shoemaker,iii manage?**
Robert William Shoemaker,iii reports $63,523,373 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (85% discretionary).

**What types of clients does Robert William Shoemaker,iii serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (21); charitable organizations (2).

**Does Robert William Shoemaker,iii report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.F (authorization as an attorney, accountant, or federal contractor revoked or suspended). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128852

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $63,523,373
- Discretionary: $53,741,979
- Non-discretionary: $9,781,394

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $14,314,842 |
| High net worth individuals | 21 | $47,950,625 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 2 | $1,257,906 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA, PA
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
- 11.F: Has an authorization to act as an attorney, accountant, or federal contractor granted to the firm or an advisory affiliate ever been revoked or suspended?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128852

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Robert William Shoemaker,iii (CRD 128852): Form ADV filing data as of October 2026.