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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-14-2007
- Office Locations
- 1
Office Locations
About Robinswood Financial
Robinswood Financial is an independent registered investment advisor serving individual clients with personalized financial planning and professional investment management. The firm emphasizes a disciplined approach to minimize risk and remove emotion from decisions, tailoring portfolios to client goals without relying on market forecasts. Public profile data indicates portfolios are largely ETF-based and custody relationships include Charles Schwab.
Team overview
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Owner & Executives
EDWARD LEE WARD
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2848710
- Ownership
- 75% or more
Robert David MacRae
Financial Advisor, General Partner
- CRD
- #6844196
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Colleen M Bracy
Financial Advisor, General Partner
- CRD
- #6786615
Kelsey Ann Curtis
--
- CRD
- #6689626
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $453,158,469 | $314,472 |
| Non-Discretionary | $44 | $7 |
| Total | $453,158,513 | $313,108 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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 |
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