CRD: 110156
Robinson Value Management, Ltd.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Pershing · UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-04-1997
- Office Locations
- 1
Office Locations
About Robinson Value Management, Ltd.
Robinson Value Management, Ltd. is a San Antonio-based investment advisory firm focused on helping clients navigate challenging markets through risk-managed portfolio construction and a disciplined buy-low/sell-high, value-oriented approach. The team emphasizes individualized attention and active management, often implemented with ETFs and public funds. Its Market Opportunity strategy has earned a PSN “Top Guns” distinction from Informa Financial Intelligence (2022).
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
AMY ABBEY ROBINSON MRS
Chief Executive Officer
- CRD
- #2672456
- Ownership
- 50% but less than 75%
CHARLES WILSON ROBINSON III
Advisor, Chief Compliance Officer
- CRD
- #1423646
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $202,292,946 | $1,759,069 |
| Non-Discretionary | $0 | -- |
| Total | $202,292,946 | $1,759,069 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| 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 |
Continue browsing