Overview
Assets Under Management: $107 million
High-Net-Worth Clients: 56
Average Client Assets: $1.4 million
Frequently Asked Questions
SHERPA CAPITAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336739), SHERPA CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
SHERPA CAPITAL MANAGEMENT serves 56 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, SHERPA CAPITAL MANAGEMENT offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SHERPA CAPITAL MANAGEMENT manages $107 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, SHERPA CAPITAL MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.86%
Average Client Assets: $1.4 million
Total Client Accounts: 409
Discretionary Accounts: 407
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 336739
Filing ID: 2047641
Last Filing Date: 2026-03-27 11:15:01