Twin Robins Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Demographic focus
Fee options
$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
Fee-only: Financial Planning: initial fee up to $750; recurring fixed fee up to $2,500 per quarter, negotiable
Main office
See office751 E 63rd Street, Suite 120 F
Kansas City MO 64110
Advisors at this office
1
Offices (2)
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
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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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.
Forms ADV
Quick links
Advisors at this firm
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