Robert Charles Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 283124
- Registered since
- August 19, 2026
- Website
- www.crystalviewcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI92.77%
- Pension & Profit Sharing Plans4.45%
- Individuals2.46%
- Pooled Investment Vehicles0.32%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Robert Charles Capital Management is an LLC that provides discretionary portfolio management primarily to individuals, families and smaller institutions. The firm’s business model centers on fee-based investment advice, charging a percentage of assets under management and offering hourly consulting when appropriate. Its advisory work is described as portfolio management for individuals and small businesses. The firm does not position itself as an ESG-focused investor and is not identified as a multi‑state adviser; ownership is held by an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- US Government Bonds21%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents10%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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