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 and owned by an individual principal. The firm serves primarily individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management component with fixed-fee engagements. The adviser is not identified as an ESG investor and is reported as not acting as a capital allocator.
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
Similar firms
Cobb Wealth Management, LLC
RIAKansas City, MO
Tax Favored Retirement
RIAKansas City, MO
HDQ Wealth
RIAKansas City, MO
Greystone Capital Partners Group LLC
RIAKansas City, MO
Kansas City Private Wealth Management, LLC
RIAKansas City, MO
Ryan Poage & Co
RIAKansas City, MO