$32.7M Total AUM
$32.7M Disc. AUM
-- 3Y CAGR
2 Employees
49 ADV. Clients
2 yrs Firm Age
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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-19-2024
- Office Locations
- 2
Office Locations
751 E 63rd Street, Suite 120-F Kansas City MO
-- Atlanta GA
About Twin Robins Capital
Twin Robins Capital is a fee-only, fiduciary RIA providing investment management and proactive, comprehensive financial planning, including tax strategy. The firm focuses on thriving professionals (including equity compensation), retirement-focused families, and busy young families seeking organized, tax-aware plans. Custody includes Charles Schwab; registered in MO, VA, GA and IN.
Team overview
38 AVG AGE
$16.3M AVG AUM / ADVISOR
$666.7K AVG AUM / CLIENT
1.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
THOMAS W KAMINSKI
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, FOUNDER
- CRD
- #5354786
- Ownership
- 75% or more
Available
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L
Lauren Christine Noce
--
- CRD
- #8193786
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,669,487 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,669,487 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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