Robinson Capital Group
Firm details
- Headquarters
- ,
- CRD number
- 126194
- Website
- rcgadvisory.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Robinson Capital Group operates as a small, owner-run advisory firm structured as an LLC that focuses on direct portfolio management for individual and family clients and for small businesses and institutions. Investment activity is concentrated in public equities, with a clear preference for exchange-traded securities as the core implementation vehicle. The firm uses a mix of fee arrangements — percentage of AUM, hourly charges and fixed fees — which allows flexibility for flat-fee planning work alongside asset-based portfolio management. Manager allocation interest centers on equity exposure and third-party pooled funds where needed. The adviser does not position itself as an ESG-driven allocator and does not present as a multi-state advisory platform or a pension consultant. Given the firm’s size and single-client footprint, decision-making and portfolio construction are likely centralized and bespoke rather than run through a large research team or institutional due-diligence platform.
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 Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Harvey Robinson
PresidentCRD 4217503
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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