Investment Partners Asset Management
- Regulatory AUM
- $333M
- Discretionary
- $321M
- Clients
- 257
- Avg AUM / client
- $1.3M
- Accounts
- 605
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 93 | $20.6M | 6.19% |
| High net worth individuals | 148 | $256M | 76.9% |
| Pension and profit sharing plans | 4 | $5.0M | 1.51% |
| Charitable organizations | 10 | $38.3M | 11.5% |
| Corporations and other businesses | 2 | $13.0M | 3.89% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Frank James Abella | Portfolio Manager | May 1995 (31y) | ≈ 18.75% – 50% via Investment Partners Group | |
| Gregg Thomas Abella | Chief Executive Officer And Chief Compliance Officer | Jul 2002 (24y) | Less than 5% | |
| Thomas William Shepherd | Svp Planning | Jun 2008 (18y) | Less than 5% | |
| Frank James Abella | Registered representative | Jul 2002 (24y) | ||
| Brian Frederick Brown | Registered representative | Jul 2021 (5y) | ||
| Robert Joseph Voccola | Registered representative | CFA | Nov 2021 (5y) | |
| Christina Sharkey | Registered representative | Jul 2024 (2y) | ||
| Dekker Sebastian Buckley | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Investment Partners Group | Owner/Parent Of Investment Partners Asset Management | May 1995 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Frank James Abella: 25% – 50% of Investment Partners Group × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SEE SCHEDULE D - MISCELLANEOUS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $324M (97% of AUM) May 2026
- Pershing $142M (99% of AUM) Jul 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗