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Twin Robins Capital

Updated today

Client AUM

$32,669,487

Clients

45

Advisors

2

across 2 offices

About

Twin Robins Capital serves individual and high‑net‑worth clients with discretionary investment management and comprehensive financial planning. The fee‑only firm advises on a range of securities (stocks, bonds, mutual funds, ETFs) and provides ongoing planning services that address equity compensation, rental real estate analysis, tax coordination, business planning, and estate planning.

The firm combines Modern Portfolio Theory with both passive and active strategies, uses fundamental and technical analysis, and may apply a technical approach to the bond sleeve tailored to client timelines. Financial planning is structured as an ongoing engagement with seasonal review meetings, multi‑decade cash‑flow modeling, coordinated work with clients’ accountants and estate attorneys, and plan maintenance supported by RightCapital.

Noteworthy features include a small, two‑advisor team managing a concentrated client base, which the firm uses to provide frequent personalized touchpoints and integrated planning and execution, including the option to add discretionary portfolio management within planning engagements. The firm also produces an educational podcast focused on mid‑life family finance issues and requires clients to custody assets at its recommended independent custodians as part of its operational model.

Client services

Financial planning Portfolio management

Expertise

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Retirement withdrawal strategies General estate planning guidance Cash flow / budgeting

Occupation focus

Founder/Business Owner Executive

Demographic focus

Sandwich Generation

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Fee options

Percentage

$0 - $499,999: 1.00% $500,000 - $999,999: 0.85% $1,000,000 - $1,999,999: 0.75% $2,000,000 - $4,999,999: 0.50% $5,000,000 - $10,000,000: 0.35% Above $10,000,000+: Negotiable

Other

Fee-only: Financial Planning: initial fee up to $750; recurring fixed fee up to $2,500 per quarter, negotiable

Main office

See office

751 E 63rd Street, Suite 120 F

Kansas City MO 64110

Advisors at this office

1

Most active in

Arizona · Georgia · Illinois · Indiana · Kansas · Missouri · Texas · Virginia

Also doing business as

Twin Robins · Twin Robins Capital · Twin Robins Capital, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Tom K

CFP®, CRPC®

Kansas City, MO

Twin Robins Capital

Tom Kaminski provides comprehensive financial planning and investment management for thriving professionals and busy young families. Tom's clients are often met with a common set of friction points- increased incomes, multiple benefits packages, and growing equity compensation, coupled with competing financial goals that they have trouble prioritizing. On the personal side, they're often jugging concerns about aging parents, raising their children, while trying not to neglect their own important goals. It is his passion to help his clients get organized, optimized, and help thoughtfully connect their dollars to their goals! He acts as a co-pilot to make the most of every opportunity for you and your family. Prior to founding Twin Robins, Tom spent the first 17+ years of his career in personal finance. He's proudly obtained the CFP® and CRPC® designations. He lives in the Brookside area of Kansas City, Missouri with his wife and two young kids. He serves clients both locally, and virtually across the country.

Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Executive Young Families Young Professionals Gen Y/Millennials (Born 1980-1995)
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Lauren N

Series 65

Atlanta, GA

Twin Robins Capital

Lauren Noce is a financial advisor at Twin Robins Capital with a Series 65 designation and less than one year of industry experience. Prior to her current role, she worked in various business roles including positions at HUNGRY Marketplace, LLC and Against the Grain Brewery. Twin Robins Capital serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning, combining Modern Portfolio Theory with both passive and active strategies and providing integrated planning supported by ongoing engagement and coordination with clients’ other advisors.

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Retirement withdrawal strategies General estate planning guidance Cash flow / budgeting Founder/Business Owner Executive Sandwich Generation
View complete list of advisors at this firm
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