Twin Robins Capital

RIASEC Registered
Total AUM
$32.7M
Discretionary
$32.7M
100% of AUM
Avg account
$246K
Accounts
133
Employees
2
Advisory reps
2

Firm details

Headquarters
Kansas City, Missouri
CRD number
329990
Custodians
CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI69.23%
  • Individuals30.77%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Twin Robins Capital is an independent registered investment adviser organized as a limited liability company that serves individuals and families. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements combine percentage-of-assets and fixed-fee billing. FINTRX flags show the firm does not position itself as a capital allocator, is not an active ESG investor, and is not classified as a multi-state or newly formed adviser.

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: Public Funds/Mutual Funds 86%, Exchange Traded Equities 7%, US Government Bonds 4%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%86%
  • Public Funds/Mutual Funds86%
  • Exchange Traded Equities7%
  • US Government Bonds4%
  • Cash & Cash Equivalents2%
  • Investment Grade Corp Bonds1%

Contacts

2 of 2
  • Thomas Kaminski

    Thomas Kaminski

    Founder and Financial PlannerCRD 5354786

  • Lauren Noce

    Lauren Noce

    Director of OperationsCRD 8193786

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Kansas City, MO

Jackson

Location

Kansas City, MO

Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Jackson
Address
751 E 63rd St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth