Robinson Investment Group Inc
- Regulatory AUM
- $19.6M
- Discretionary
- $14.0M
- Clients
- 58
- Avg AUM / client
- $338K
- Accounts
- 58
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Mar 22, 2024
Asset allocation (SMA assets by investment type)
as of Mar 22, 2024Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 58 | $19.6M | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ann Loden Roberts | Shareholder | Apr 1996 (30y) | 5% – 10% | |
| Loden, James, Carlton | Shareholder | Apr 1996 (30y) | 5% – 10% | |
| Robinson, Russell, Louis | President/Chief Compliance Officer | Apr 1996 (30y) | 50% – 75% |
Undisclosed: 5% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/22/2024 | 854 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $47.5M (100% of AUM) Feb 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 22, 2024.
View current Form ADV (SEC/IAPD) ↗