Robinson Value Management, Ltd.
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 110156
- Registered since
- November 20, 2014
- Website
- www.robinsonvalue.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.84%
- Individuals5.16%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Robinson Value Management, Ltd. is an independent registered investment adviser organized as a limited partnership and SEC-registered since 2014. The firm serves primarily individual and family clients, charging fees based on a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses as well as for business or institutional accounts. The adviser is not positioned as a capital allocator, does not characterize itself as an active ESG investor, and operates under a domestic owner structure.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities57%
- Public Funds/Mutual Funds32%
- US Government Bonds5%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Amy Robinson
Chief Executive OfficerCRD 2672456
Charles Robinson
Chief Investment Officer & Chief Compliance OfficerCRD 1423646
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$81.8M in ETFs
100%
$81.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIREXION DAILY S&P 500 (R) BEAR 1X ETF (SPDN) | Direxion | Passive | Trading Inverse Equity | $18.1M | 2,090,279 | 22.15% |
Location
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 120 E Basse Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Scaleworks Capital, LLC
RIASan Antonio, TX
Martin Capital Advisors, LLP
RIASan Antonio, TX
Cornermen Financial, LLC
RIASan Antonio, TX
Swbc Investment Company
RIASan Antonio, TX
Graystreet Partners
RIASan Antonio, TX
Magarian Capital Management, LLC
RIASan Antonio, TX