ROBINSON CAPITAL MANAGEMENT LLC

RIASEC Registered
Total AUM
$82.6M
Discretionary
$82.6M
100% of AUM
Avg account
$474K
Accounts
174
Employees
2
Advisory reps
2

Firm details

Headquarters
BOULDER, Colorado
CRD number
145220
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI85.82%
  • Individuals13.14%
  • Corporations / Businesses1.05%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Robinson Capital Management LLC is an independent, owner-operated registered investment adviser that serves both individual and family clients as well as institutional relationships. The firm’s practice centers on financial planning and portfolio management for individuals and small businesses, blending fee-based AUM billing with fixed-fee engagements. Robinson Capital’s stated preference is equities, and its investment activity is weighted toward exchange-traded instruments for core exposures while supplementing portfolios with third‑party mutual funds and alternative strategies. The firm does not characterize itself as an active ESG investor and operates under a single-state registration profile. As an independent RIA with an individual owner, Robinson Capital structures advice and portfolio construction around direct discretionary management, tailoring allocations to client goals rather than following a broker‑dealer or wirehouse platform model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, US Government Bonds 20%, Investment Grade Corp Bonds 19%, Other 11%, Cash & Cash Equivalents 4%, State & Local Bonds 1%45%
  • Exchange Traded Equities45%
  • US Government Bonds20%
  • Investment Grade Corp Bonds19%
  • Other11%
  • Cash & Cash Equivalents4%

Contacts

2 of 2
  • DERRICK ROBINSON

    Founder and OwnerCRD 4402526

  • Jeffrey Robinson

    Wealth Management and Financial PlanningCRD 6713441

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOULDER, CO

BOULDER

Location

BOULDER, CO

Headquartered in BOULDER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
BOULDER
Address
5370 Manhattan Cir
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth