Robinson Capital Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,135,493
Clients
1
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$1,135,493
About
Robinson Capital Group provides fee-only investment management to individual and institutional clients, including pension and profit-sharing plans, 401(k) plans, trusts, estates, charitable organizations, and corporations. The firm delivers discretionary portfolio management and works with clients to establish written investment policy statements that set asset-allocation, risk tolerance, and investment restrictions.
The firm employs an in-house, fundamental research process and a value-oriented investment style, seeking companies trading below assessed fair value and favoring low portfolio turnover. Portfolios are managed with a portfolio-level, risk-adjusted focus that emphasizes diversification across money market funds, fixed income, and equities and that may include large domestic names as well as select small-, mid-cap, and international positions.
Noteworthy features include the firm’s active work for institutional clients alongside individual accounts, a practice that is less common among independent advisors of this type. The firm also documents formal compliance controls and a code of ethics (including routine reporting of employee trades) and discloses a trade allocation policy that can result in employee and client executions being handled differently.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
Flat fee available at the sole discretion of Robinson Capital Group, LLC.
$250,000 - $2,500,000: 1.50% $2,500,000 - $5,000,000: 1.25% $5,000,000 - $10,000,000: 1.00% $10,000,000+: 0.75%
Client is subject to brokerage commissions on equity transactions.
Hourly rate for services is $150-$200.
Account minimum: $250,000 Fee-only: Fees are charged quarterly in advance; flat fee available at discretion of the firm.
Main office location
Robinson Capital Group
Dayton MD, United States
Number of offices
1
Most active in
Robinson Capital Group has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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