W. F. ROBINS, III, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
CHESAPEAKE, Virginia
CRD number
167787
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

W. F. Robins, III, LLC is structured as a limited liability company that functions primarily as a capital allocator and manager-of-managers rather than as a traditional, direct-asset manager. Its reported advisory activity centers on the selection of other advisers, which means the firm’s role is focused on due diligence, manager selection, portfolio construction through third-party strategies, and ongoing oversight of those relationships. The firm is owned by an individual and is classified as unclassified in the available snapshot data. The adviser is not identified as an active ESG investor, and it does not list pension consulting among its services. Its fee structure is listed as “Other,” suggesting non-standard billing arrangements (for example a retainer, flat fee, or negotiated terms) rather than solely AUM- or commission-based schedules. An industry affiliation with an accountant is recorded, which may indicate a close operational or referral relationship with accounting professionals for client service, reporting, or compliance support.

Assets & Accounts

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

Contacts

1 of 1
  • WILLARD ROBINS

    CCOCRD 6196304

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

CHESAPEAKE, VA

CHESAPEAKE CITY

Location

CHESAPEAKE, VA

Headquartered in CHESAPEAKE, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.

Metro area
Virginia Beach-Norfolk, VA-NC
Region
South
County
CHESAPEAKE CITY
Address
308 George Washington Hwy N
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth