Robinson Capital Management LLC

Robinson Capital Management, LLC is a registered investment adviser specializing in financial planning, investment management, and consulting services. Established in October 2007, the firm is now 90% owned by Jeffrey Robinson and 10% owned by Derrick Robinson. As of February 28, 2025, Robinson Capital Management manages $77,243,000 of assets on a discretionary basis. The firm offers financial planning services covering budgeting, retirement planning, tax planning, estate planning, and more, without using prepackaged software. For investment management, Robinson Capital Management emphasizes diversification based on clients' risk tolerance and time horizon, with discretion over investments. The firm charges fees based on a percentage of assets under management, with a tiered fee structure. Clients have the option to negotiate fees and can cancel the agreement at any time. Robinson Capital Management does not charge performance-based fees and serves various types of clients without a minimum account size requirement. The firm invests in a range of assets, including stocks, bonds, real estate, and commodities, using fundamental and technical analysis methods. The firm does not have any disciplinary history and does not engage in other financial industry activities beyond investment advisory services. Clients receive regular account reviews, and the firm has a Code of Ethics in place to ensure high standards of business conduct and fiduciary duty. Robinson Capital Management has discretionary authority over client investments and handles proxy voting for client securities unless directed otherwise. The firm does not take custody of client assets but deducts fees directly from client accounts. The two principal executives, Derrick Robinson and Jeffrey Robinson, have backgrounds in finance and are the active owners of the firm. Robinson Capital Management does not charge performance-based fees and has a clean disciplinary record.