RCM ROBINSON CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- SACRAMENTO, California
- CRD number
- 112814
- Registered since
- January 8, 2007
- Website
- www.robinsoncapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds89%
- Exchange Traded Equities6%
- Cash & Cash Equivalents5%
Contacts
1 of 1DOUGLAS ROBINSON
Founder and PresidentCRD 1173495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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