Rcm Robinson Capital Management LLC (Mill Valley)

Name: Rcm Robinson Capital Management LLC
Address: 27 Reed Boulevard, Mill Valley, CA, 94941
Telephone: 415-771-9421

Rcm Robinson Capital Management LLC is a large advisory firm based in Mill Valley. It manages $119.46 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

Rcm Robinson Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, educational seminars and workshops, and financial consultations. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rcm Robinson Capital Management: assets under management

The assets under management (AUM) of Rcm Robinson Capital Management LLC is $119.46 million. The firm's AUM has grown by 63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in government bonds the most. They account for 82% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 10% of the firm’s portfolio. Investments in other assets form 7% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rcm Robinson Capital Management LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Douglas Crosby Robinson serves?

The firm provides services to high net worth individuals and state or municipal government entities. The largest group of clients of Douglas Crosby Robinson is state or municipal government entities with 5 clients and $117.89 million of assets under management. Among the 10 most similar advisory firms, Rcm Robinson Capital Management has the highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $119.46 million for 6 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.

Rcm Robinson Capital Management doesn't advise any private funds.

Careers at Rcm Robinson Capital Management LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Douglas Crosby Robinson	President/chief compliance officer	1 Mar 2005	75% - 100%	1173495

Based in Mill Valley

The principal office where Rcm Robinson Capital Management LLC performs its advisory services is located at 27 Reed Boulevard, Mill Valley, CA 94941, 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 415-771-9421. The normal business hours are 6:30 a.m.-4:00 p.m. on Monday - Friday. You can find more information about the New York firm at robinsoncapital.com.