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, SEC-registered investment adviser that has operated since 2004. The firm is privately owned and positions itself as a hybrid advisor and capital allocator, working with both individual and family clients as well as institutional accounts. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and selecting third‑party managers. Fees are charged as a percentage of assets under management and via fixed fees. The firm also identifies as an active ESG investor.
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 1
Tracey Daigle
Chief Compliance Officer and Senior Financial AdvisorCRD 6706521
Contacts
3 of 4
Donovan Ingle
Financial AdvisorCRD 6987441
Wesley McNeillie
Financial AdvisorCRD 6569011
David Smith
Senior Financial AdvisorCRD 2206751
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$148M in ETFs
51%
$75M
44%
$73.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $31.1M | 1,072,620 | 20.92% |
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
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