Twin Robins Capital

RIAState Registered
Total AUM
$32.7M
Discretionary
$32.7M
100% of AUM
Avg account
$246K
Accounts
133
Employees
2
Advisory reps
2

Firm details

Headquarters
Kansas City, Missouri
CRD number
329990
Custodians
CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI69.23%
  • Individuals30.77%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Twin Robins Capital is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves primarily individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management component with fixed-fee engagements. The adviser is not identified as an ESG investor and is reported as not acting as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 86%, Exchange Traded Equities 7%, US Government Bonds 4%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%86%
  • Public Funds/Mutual Funds86%
  • Exchange Traded Equities7%
  • US Government Bonds4%
  • Cash & Cash Equivalents2%
  • Investment Grade Corp Bonds1%

Contacts

2 of 2
  • Thomas Kaminski

    Thomas Kaminski

    Founder and Financial PlannerCRD 5354786

  • Lauren Noce

    Lauren Noce

    Director of OperationsCRD 8193786

Wealth teams

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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

Kansas City, MO

Jackson

Location

Kansas City, MO

Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Jackson
Address
751 E 63rd St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth