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Twin Robins Capital

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Client assets under management

$32,669,487

Clients

45

27% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

23

Low

Average account size

$725,989

About

Twin Robins Capital serves individual and high‑net‑worth clients, offering discretionary investment management alongside ongoing financial planning. Its planning services cover retirement and estate planning, cash‑flow and debt management, equity‑compensation analysis, business planning, and modeling of rental real estate within a client’s overall financial picture.

The firm constructs portfolios using Modern Portfolio Theory for long‑term asset allocation and combines passive and active investment vehicles with fundamental and technical analysis. It typically manages the bond portion with a technical, client‑specific approach and exercises discretionary trading authority for client accounts.

Distinctive features include its small, recently founded structure—managing roughly $32.7 million for about 45 clients—and a business model that emphasizes an ongoing, quarterly financial‑planning engagement rather than one‑time plans. Twin Robins also requires clients to custody assets at its recommended custodians (Charles Schwab and Axos Clearing), maintains a CFP®‑designated principal, and operates a podcast addressing Sandwich Generation planning, which are less common among peers of similar size.

Client services

Financial planning Portfolio management

Expertise

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy

Occupation focus

Founder/Business Owner

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

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

Main office location

Twin Robins Capital

751 E 63 Rd Street, Suite 120 F

Kansas City MO 64110, United States

Number of offices

2

Most active in

Georgia · Indiana · Kansas · Missouri · Texas · Virginia

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. 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 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 no prior industry experience. Her background includes roles at HUNGRY Marketplace, LLC, Against the Grain Brewery, and 12% Imports. Twin Robins Capital provides discretionary investment management and ongoing financial planning primarily to individual and high-net-worth clients, using a combination of passive and active strategies informed by both fundamental and technical analysis. The firm emphasizes fee-only arrangements and delivers financial planning as an ongoing, collaborative process.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner Sandwich Generation
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