ROBINSON SMITH WEALTH ADVISORS, LLC
Firm details
- Headquarters
- SOUTH PORTLAND, Maine
- CRD number
- 123098
- Registered since
- July 12, 2004
- Website
- www.robinsonsmithwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.95%
- Individuals9.23%
- Pension & Profit Sharing Plans0.43%
- Charitable Organizations0.32%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Robinson Smith Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and in business since 2004. The firm is owned by an individual and serves both high-net-worth individuals and institutional clients. Its advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside managers. The firm operates as a capital allocator and reports being an active ESG investor. Its fee arrangements include percentage-of-assets and fixed-fee engagements. Robinson Smith also provides access to third-party managers as part of its solutions mix, indicating a model that blends in-house portfolio construction with outsourced specialist managers.
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
- Public Funds/Mutual Funds83%
- Exchange Traded Equities10%
- Private Funds2%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1TRACEY DAIGLE
Chief Compliance Officer and Senior Financial AdvisorCRD 6706521
Contacts
3 of 4Wesley McNeillie
Financial AdvisorCRD 6569011
DAVID SMITH
Senior Financial AdvisorCRD 2206751
Donovan Ingle
Financial AdvisorCRD 6987441
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$131M in ETFs
48%
$62.8M
46%
$68.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $27.1M | 1,080,467 | 20.65% |
Location
SOUTH PORTLAND, ME
CUMBERLAND
Location
SOUTH PORTLAND, ME
Headquartered in SOUTH PORTLAND, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.
- Metro area
- Portland-Lewiston-South Portland, ME
- Region
- Northeast
- County
- CUMBERLAND
- Address
- 82 Running Hill Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ABBINGTON INVESTMENT GROUP, LLC
RIASOUTH PORTLAND, ME
RICHARD BROTHERS, FINANCIAL ADVISORS
RIASOUTH PORTLAND, ME
COSTON, MCISAAC & SHEA FINANCIAL ADVISORS
RIABAR HARBOR, ME
PENOBSCOT FINANCIAL ADVISORS
RIAPORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC
RIAPORTLAND, ME
HARPSWELL CAPITAL ADVISORS, LLC
RIAYARMOUTH, ME