Robin Capital Group LLC
Firm details
- Headquarters
- ,
- CRD number
- 312956
- Website
- robincapitalgroup.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI54.23%
- Individuals22.58%
- Corporations / Businesses22.18%
- Other Investment Advisers1.01%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Robin Capital Group LLC is a small, owner-driven advisory shop that concentrates its client work on individual and family relationships while also serving institutional clients. The firm’s investment posture favors equities: most assets sit in exchange-traded securities and the advisory program emphasizes discretionary portfolio management. Fee arrangements include both asset-based fees and performance-linked fees, which suggests the firm runs strategies with explicit performance objectives alongside standard AUM relationships. The firm is not positioned as an ESG specialist and does not present itself as a multi-state advisor. Advisory activities include ongoing portfolio management for individuals and small businesses and the publication of periodicals or newsletters, indicating they combine client-facing investment management with thought leadership or market commentary for clients and prospects. Custody through Interactive Brokers signals the firm trades and holds a broad range of liquid public securities and ETFs and has access to low-cost execution and global markets.
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 Equities70%
- US Government Bonds20%
- Cash & Cash Equivalents10%
Owners & executives
2 of 2Ashley Schott
Managing Director and Chief Compliance OfficerCRD 5703489

Nicolas Diaz
CIO and Managing DirectorCRD 6391739
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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