Robinson Value Management, Ltd. is a large advisory firm based in San Antonio. It manages $119.86 million of regulatory assets for 108 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Texas.
Robinson Value Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Robinson Value Management, Ltd. is $119.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 148% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Robinson Value Management, Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Robinson Value Management is high net worth individuals with 43 clients and $110.85 million of assets under management. Among the 9 most similar advisory firms, Robinson Value Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $119.86 million for 59 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Robinson Value Management doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Robinson Value Management, Ltd. performs its advisory services is located at 120 East Basse Road, #102, San Antonio, TX 78209 8356, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 210-490-2545 or by fax 210-490-2353. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at robinsonvalue.com.