RCM ROBINSON CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2007
Total AUM
$61.8M
Discretionary
$0
0% of AUM
Avg account
$6.9M
Accounts
9
Employees
1
Advisory reps
1

Firm details

Headquarters
SACRAMENTO, California
CRD number
112814
Registered since
January 8, 2007
Custodians
U.S. BANK, N.A.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • State / Municipal Government90.62%
  • HNWI9.38%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

RCM Robinson Capital Management LLC is a small, privately owned advisory firm that emphasizes fixed‑income management and capital preservation. The firm operates as a registered representative of a broker‑dealer and delivers portfolio management services to both individuals/families and institutional clients. Its advisory services include separate account portfolio management for individuals and small businesses, portfolio management for business or institutional investors, and educational seminars or workshops for clients. The firm’s investment posture is conservative and income‑oriented. A very large share of assets is held in U.S. government bonds, and the firm lists fixed‑income as its stated preference. Fee arrangements include percentage of AUM, fixed fees and other fee structures, consistent with delivering customized, account‑level management rather than a one‑size‑fits‑all product. RCM Robinson Capital Management LLC is not positioned as an ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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: US Government Bonds 89%, Exchange Traded Equities 6%, Cash & Cash Equivalents 5%89%
  • US Government Bonds89%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • DOUGLAS ROBINSON

    Founder and PresidentCRD 1173495

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

SACRAMENTO, CA

SACRAMENTO

Location

SACRAMENTO, CA

Headquartered in SACRAMENTO, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
SACRAMENTO
Address
2108 N St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth