Robinson Capital Group

RIASEC Registered
Total AUM
$1.1M
Discretionary
$1.1M
100% of AUM
Avg account
$1.1M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
126194
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Harvey Robinson

    Harvey Robinson

    PresidentCRD 4217503

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth