ROBERT WILLIAM SHOEMAKER,III

ROBERT WILLIAM SHOEMAKER,III of CONCORD, MA is an SEC-registered investment adviser (CRD 128852). Regulatory assets under management: $63.5M.

Registration

• CRD: 128852
• SEC file number: 801-69115
• Type: Registered investment adviser
• Location: 28 JUNCTION SQUARE, CONCORD, MA, 01742
• Phone: 9786978657
• Latest filing: 2026-03-13
• Regulatory AUM: $63.5M
• Discretionary AUM: $53.7M
• Non-discretionary AUM: $9.8M
• Clients: 1
• Accounts: 150

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128852 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search