ROBINHOOD ASSET MANAGEMENT

RIASEC RegisteredEst. 2025
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$5.7K
Accounts
264,104
Employees
138
Advisory reps
137

Firm details

Headquarters
MENLO PARK, California
CRD number
323736
Registered since
January 14, 2025
Fee structure
Percentage of AUM, Other
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Robinhood Asset Management is a limited liability company focused on delivering portfolio management to individual and small-business clients. The firm operates primarily as a retail-oriented adviser, using a fee structure that includes a percentage of assets under management alongside other fees. Its regulatory footprint shows SEC registration in 2025 and affiliations with a broker-dealer, another investment adviser, and a futures commission merchant, which together suggest an integrated platform capable of handling custody, execution and certain derivatives exposure alongside advisory services. Investment activity tilts toward liquid, low-cost instruments: public-market ETFs and individual stocks make up the bulk of published holdings, with a clear preference for broad-market index exposure at the core of portfolios. Robinhood Asset Management is not positioned as a capital allocator — instead it appears to build client portfolios directly and to access third-party managers when pursuing alternative exposures. The firm does not present itself as an active ESG investor.

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: Other 100%100%
  • Other100%

Contacts

3 of 137
  • RONALD DALTON III

    Customer Experience LeaderCRD 6694262

  • Patrick McKevitt

    Customer Experience RepresentativeCRD 7159618

  • George Ridgeway

    Customer Experience RepresentativeCRD 7920816

Unlock 134 more contacts

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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ETF holdings

1 of 30

Active vs passive

$894M in ETFs

Passive

100%

$890M

Active

1%

$4.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$297M454,51833.20%

Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
85 Willow Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth