R
$110.3M Total AUM
$110.3M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-02-2016
- Office Locations
- 1
Office Locations
P.o. BOX 1707 Grand Rapids MI
About Robert Charles Capital Management
Robert Charles Capital Management is a Grand Rapids-based RIA. The firm has been operating for 10 years. Managing $110.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
60 AVG AGE
$110.3M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
10.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ROBERT CHARLES BOYLEN
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #1608814
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,324,702 | $905,344 |
| Non-Discretionary | $0 | -- |
| Total | $110,324,702 | $905,344 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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