Robert Charles Capital Management

Robert Charles Capital Management is a state-registered investment adviser established in 2016, with its principal place of business in Michigan. The firm offers investment supervisory services and individual portfolio management, tailored to clients' needs and objectives. They determine clients' goals, risk tolerance, and liquidity needs to create personalized investment policies. Accounts with $500,000 or more are managed with individual securities, while those with less use exchange-traded funds/index funds. The firm manages accounts on a discretionary basis, guided by clients' objectives and tax considerations. They offer financial advice covering various areas like personal finance, tax planning, investments, insurance, retirement, and estate planning. Robert C. Boylen serves as the President/CEO/CCO and is the managing principal of CVC JOOL Investors, LLC, a private equity fund. The Fund aims to maximize total return through investments in early-stage companies. RCCM charges fees based on a percentage of assets under management, with the annual fee ranging from 0.70% to 1.00%. The firm does not participate in wrap fee programs and manages over $97 million in client assets on a discretionary basis as of December 31, 2024. Clients have the option to grant investment discretion to RCCM, allowing the firm to make trades without prior client approval. The firm does not engage in soft-dollar arrangements and does not receive soft-dollar benefits. RCCM reviews client accounts at least quarterly and provides reports summarizing account performance, balances, and holdings. The firm votes proxies for client accounts but allows clients to vote proxies themselves if desired. RCCM has no financial circumstances that would impair its ability to meet contractual obligations and has no reportable disciplinary events.