ROBINSON CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- BOULDER, Colorado
- CRD number
- 145220
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.82%
- Individuals13.14%
- Corporations / Businesses1.05%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Robinson Capital Management LLC is an independent, owner-operated registered investment adviser that serves both individual and family clients as well as institutional relationships. The firm’s practice centers on financial planning and portfolio management for individuals and small businesses, blending fee-based AUM billing with fixed-fee engagements. Robinson Capital’s stated preference is equities, and its investment activity is weighted toward exchange-traded instruments for core exposures while supplementing portfolios with third‑party mutual funds and alternative strategies. The firm does not characterize itself as an active ESG investor and operates under a single-state registration profile. As an independent RIA with an individual owner, Robinson Capital structures advice and portfolio construction around direct discretionary management, tailoring allocations to client goals rather than following a broker‑dealer or wirehouse platform model.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities45%
- US Government Bonds20%
- Investment Grade Corp Bonds19%
- Other11%
- Cash & Cash Equivalents4%
Contacts
2 of 2DERRICK ROBINSON
Founder and OwnerCRD 4402526
Jeffrey Robinson
Wealth Management and Financial PlanningCRD 6713441
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOULDER, CO
BOULDER
Location
BOULDER, CO
Headquartered in BOULDER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- BOULDER
- Address
- 5370 Manhattan Cir
- Time zone
- MT (UTC-7)
- Office locations
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