Robinson Stocks
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Robinson Stocks, LLC is a registered investment adviser that offers discretionary portfolio management and prepares an Investment Policy Statement for each client. The brochure indicates the firm generally targets high‑net‑worth and “qualified” clients, and it currently reports no assets under management or client accounts as a newly formed firm.
The firm limits its advice primarily to equities and non‑U.S. securities and describes a combined fundamental and quantitative analytic approach with a long‑term trading orientation; it documents client risk tolerances and seeks to make investment decisions in keeping with fiduciary duties. Robinson Stocks requires clients to custody assets with Schwab Institutional, exercises discretionary trading authority, and discloses that it does not aggregate block trades for multiple client accounts.
Notably, the firm discloses an affiliation between a principal’s real estate broker activities and the advisory business and states those services may be offered to clients, a relationship the brochure flags as a potential conflict while noting clients are not required to use those services. The firm also does not use a traditional percentage‑of‑AUM fee model and instead offers performance‑based arrangements for qualified clients, which is uncommon among peers and can create different incentives than asset‑based billing.
Client services
Expertise
Occupation focus
Fee options
N/A - N/A: Performance fee based on capital appreciation: No fee for first 4% return; 1% fee on next 1% return; 20% of annualized return thereafter (with high water mark)
Performance fee: No fee on first 4% return; 1% fee on next 1% return; 20% of annualized return thereafter; subject to high water mark; fees paid annually in arrears.
Main office
Phoenix AZ
Advisors at this office
1
Most active in
Arizona
Also doing business as
Robinson Stocks · Robinson Stocks, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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