ROBBINS FARLEY LLC

Overview

Robbins Farley LLC is an independent registered investment adviser that focuses on serving individual and family clients with a mix of financial planning and portfolio management. The firm runs a fee schedule that combines a percentage of assets under management with hourly and fixed-fee engagements, allowing flexibility for clients with varying planning and advisory needs. Its stated advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Investment activity shows a clear tilt toward publicly traded equities and ETFs, with the firm identifying equities as its primary preference. Robbins Farley is not positioned as a capital allocator — it supplements public-market exposure with select third‑party alternatives rather than running its own private funds. The firm does not list active ESG investing as part of its approach. It operates as a single-state adviser and is affiliated with an insurance company for related industry connections.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices