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- Custodian
- Northern Trust · Pershing · SEI
- Clients
- Retail
- Platforms
- Radial crest
- Established Date
- 10-18-1999
- Office Locations
- 1
Office Locations
About Maxim Capital Advisors, Inc.
Maxim Capital Advisors is a fee-based RIA in Irvine, CA, founded in 1999 by Mark W. Robertson, CFP®. The firm provides investment management and financial planning, emphasizing disciplined, long-term asset allocation tailored to time horizon, risk tolerance, objectives, and cash-flow needs, with rebalancing driven by client changes rather than short-term markets. Works primarily with retail clients and implements portfolios using vehicles such as mutual funds and ETFs.
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Owner & Executives
MARK WILLIAM ROBERTSON
Investment Advisor
- CRD
- #1477922
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $58,520,187 | -- |
| Total | $58,520,187 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,520,187
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,426,109,112 | 41.4% |
| Equity - Exchange | $2,855,090,927 | 34.5% |
| Cash | $1,994,425,836 | 24.1% |
| Total | $8,275,625,875 | 100.0% |