Twin Robins Capital
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities7%
- US Government Bonds4%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Contacts
2 of 2
Thomas Kaminski
Founder and Financial PlannerCRD 5354786
Lauren Noce
Director of OperationsCRD 8193786
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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