Robinson Capital Management LLC

Robinson Capital Management is a fee-only registered investment adviser that provides discretionary investment management, financial planning, and non-investment consulting to individuals (including high-net-worth), trusts, foundations, family partnerships, and some corporations. The firm manages about $82.6 million in client assets across roughly 66 client relationships and operates with a small advisory team.

RCM implements client-specific investment policy statements with an emphasis on diversification across and within asset classes, using mutual funds, ETFs, individual stocks and bonds, REITs, and commodities. The firm combines fundamental and technical analysis, generally favors long-term holdings while accommodating client liquidity needs, and will permit concentrated positions or retain low cost-basis securities at a client’s request.

Distinctive features include a hands-on financial planning process that relies on custom spreadsheet analysis rather than prepackaged software, and no stated account minimum, which can broaden accessibility for smaller clients. The firm is strictly fee-only (no commissions), recently underwent an internal change of control with a principal assuming majority ownership while both owners remain active, and will consider non-discretionary, illiquid investments (such as real estate partnerships or closely held stock) only with client consent.