R
$19.6M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-15-1996
- Office Locations
- 1
Office Locations
-- Franklin TN
About Robinson Investment Group INC
Robinson Investment Group INC is a Franklin-based RIA. The firm has been operating for 30 years. Managing $19.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
56 AVG AGE
$19.6M AVG AUM / ADVISOR
$338.2K AVG AUM / CLIENT
30.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RUSSELL LOUIS ROBINSON
Chief Compliance Officer, President
- CRD
- #2108346
- Ownership
- 50% but less than 75%
Available
Available
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J
JAMES CARLTON LODEN
--
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,986,214 | $310,805 |
| Non-Discretionary | $5,627,393 | $432,876 |
| Total | $19,613,607 | $338,166 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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