R
Robinson Stocks
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
Robinson Stocks, LLC is a registered investment adviser that offers discretionary portfolio management and prepares an Investment Policy Statement for each client. The brochure indicates the firm generally targets high‑net‑worth and “qualified” clients, and it currently reports no assets under management or client accounts as a newly formed firm.
The firm limits its advice primarily to equities and non‑U.S. securities and describes a combined fundamental and quantitative analytic approach with a long‑term trading orientation; it documents client risk tolerances and seeks to make investment decisions in keeping with fiduciary duties. Robinson Stocks requires clients to custody assets with Schwab Institutional, exercises discretionary trading authority, and discloses that it does not aggregate block trades for multiple client accounts.
Notably, the firm discloses an affiliation between a principal’s real estate broker activities and the advisory business and states those services may be offered to clients, a relationship the brochure flags as a potential conflict while noting clients are not required to use those services. The firm also does not use a traditional percentage‑of‑AUM fee model and instead offers performance‑based arrangements for qualified clients, which is uncommon among peers and can create different incentives than asset‑based billing.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Occupation focus
Executive
Fee options
N/A - N/A: Performance fee based on capital appreciation: No fee for first 4% return; 1% fee on next 1% return; 20% of annualized return thereafter (with high water mark)
Performance fee: No fee on first 4% return; 1% fee on next 1% return; 20% of annualized return thereafter; subject to high water mark; fees paid annually in arrears.
Main office location
Robinson Stocks
Phoenix AZ, United States
Number of offices
1
Most active in
Robinson Stocks has reported serving >5 clients in these states in the last 12 months.
Arizona
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 active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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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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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