Robin Capital Group LLC

RIASEC Registered
Total AUM
$24.8M
Discretionary
$24.8M
100% of AUM
Avg account
$261K
Accounts
95
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
312956
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI54.23%
  • Individuals22.58%
  • Corporations / Businesses22.18%
  • Other Investment Advisers1.01%
Services
Portfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Robin Capital Group LLC is a small, owner-driven advisory shop that concentrates its client work on individual and family relationships while also serving institutional clients. The firm’s investment posture favors equities: most assets sit in exchange-traded securities and the advisory program emphasizes discretionary portfolio management. Fee arrangements include both asset-based fees and performance-linked fees, which suggests the firm runs strategies with explicit performance objectives alongside standard AUM relationships. The firm is not positioned as an ESG specialist and does not present itself as a multi-state advisor. Advisory activities include ongoing portfolio management for individuals and small businesses and the publication of periodicals or newsletters, indicating they combine client-facing investment management with thought leadership or market commentary for clients and prospects. Custody through Interactive Brokers signals the firm trades and holds a broad range of liquid public securities and ETFs and has access to low-cost execution and global markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, US Government Bonds 20%, Cash & Cash Equivalents 10%70%
  • Exchange Traded Equities70%
  • US Government Bonds20%
  • Cash & Cash Equivalents10%

Owners & executives

2 of 2
  • Ashley Schott

    Managing Director and Chief Compliance OfficerCRD 5703489

  • Nicolas Diaz

    Nicolas Diaz

    CIO and Managing DirectorCRD 6391739

Wealth teams

FINTRX

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth