Robert Charles Capital Management

Robert Charles Capital Management provides discretionary investment management, financial planning, and consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm has also acted as a private fund adviser and fund sponsor, and recently wound down a venture capital fund that has been liquidated and closed.

RCCM develops a targeted asset allocation for each client and implements portfolios using individual securities—generally mid‑ and large‑cap equities and investment‑grade intermediate bonds—for larger accounts, and ETFs or index funds for smaller accounts, with account reviews conducted at least quarterly. The firm applies a mix of fundamental, technical and qualitative analysis and employs both long‑ and short‑term strategies while managing client accounts on a discretionary basis.

With regulatory assets above $100 million and a recent transition to SEC registration, RCCM is uncommon among similar independent advisers in its direct involvement with pooled investment vehicles, private‑fund sponsorship/syndication, and serving pension or profit‑sharing plan clients. That combination of retail portfolio management practices and prior private‑fund experience distinguishes its operational profile relative to most peers.