CRD: 145220
Robinson Capital Management LLC
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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-04-2007
- Office Locations
- 1
Office Locations
About Robinson Capital Management LLC
Robinson Capital Management is a Boulder, CO CFP-led firm serving clients since 2007 with personalized asset management and consultative planning, including tax, estate and retirement planning, stock option analysis, real estate, and charitable giving. Portfolios target steady, long-term performance with diversified allocations including ETFs and fixed income. Client assets are custodied at Charles Schwab, with Portfolio Center reporting for customized performance views.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Jeffrey Ormes Robinson
Chief Compliance Officer, Owner, Vice President
- CRD
- #6713441
- Ownership
- 50% but less than 75%
DERRICK WAIT ROBINSON
Owner
- CRD
- #4402526
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,550,735 | $699,130 |
| Non-Discretionary | $0 | -- |
| Total | $82,550,735 | $699,130 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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