Culpepper Group Llc
- Regulatory AUM
- $20.0M
- Discretionary
- $5.0M
- Clients
- 4
- Avg AUM / client
- $5.0M
- Accounts
- 4
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 4 | $20.0M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Retirement Plan Of Nevamar Company, Llc Nevamar Company | 2024 | |
| Heat & Frost Insulators And Allied Workers Local 6 Pension Fund Bd Of Trustees Heat & Frost Insulators And Allied Workers Local 6 Pen | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Randolph Gepfert | Registered representative | Feb 2009 (17y) |
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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Retirement Plan Of Nevamar Company, Llc | Nevamar Company | 0 | $4.6M | 01/01/2024 |
| Heat & Frost Insulators And Allied Workers Local 6 Pension Fund | Bd Of Trustees Heat & Frost Insulators And Allied Workers Local 6 Pen | 597 | $166M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/05/2026 | 987 KB | 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
- • Fixed fees
Services
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 05, 2026.
View current Form ADV (SEC/IAPD) ↗