Robinson Capital Group
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About
Robinson Capital Group provides fee-only investment management to individual and institutional clients, including pension and profit-sharing plans, 401(k) plans, trusts, estates, charitable organizations, and corporations. The firm delivers discretionary portfolio management and works with clients to establish written investment policy statements that set asset-allocation, risk tolerance, and investment restrictions.
The firm employs an in-house, fundamental research process and a value-oriented investment style, seeking companies trading below assessed fair value and favoring low portfolio turnover. Portfolios are managed with a portfolio-level, risk-adjusted focus that emphasizes diversification across money market funds, fixed income, and equities and that may include large domestic names as well as select small-, mid-cap, and international positions.
Noteworthy features include the firm’s active work for institutional clients alongside individual accounts, a practice that is less common among independent advisors of this type. The firm also documents formal compliance controls and a code of ethics (including routine reporting of employee trades) and discloses a trade allocation policy that can result in employee and client executions being handled differently.
Client services
Expertise
Fee options
Flat fee available at the sole discretion of Robinson Capital Group, LLC.
$250,000 - $2,500,000: 1.50% $2,500,000 - $5,000,000: 1.25% $5,000,000 - $10,000,000: 1.00% $10,000,000+: 0.75%
Client is subject to brokerage commissions on equity transactions.
Hourly rate for services is $150-$200.
Account minimum: $250,000 Fee-only: Fees are charged quarterly in advance; flat fee available at discretion of the firm.
Main office
Dayton MD
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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