Kansas City, MO Office

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Twin Robins Capital

Supported

Firm-wide stats for Twin Robins Capital

Total advisors

Across 2 offices

Clients per advisor

23 Low

Avg AUM per client

$725,989 Typical

HNW client ratio

27% Typical

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.

Based on Twin Robins Capital

Expertise

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

Based on Twin Robins Capital

Occupation focus

Founder/Business Owner Executive

Based on Twin Robins Capital

Demographic focus

Sandwich Generation

Based on Twin Robins Capital

Location

751 E 63rd Street, Suite 120 F

Kansas City MO 64110

Advisors at this office

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)

View complete list of advisors at this office

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