Robinson Value Management, Ltd.
- Regulatory AUM
- $202M
- Discretionary
- $202M
- Clients
- 56
- Avg AUM / client
- $3.6M
- Accounts
- 115
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $10.4M | 5.16% |
| High net worth individuals | 44 | $192M | 94.8% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Wilson Robinson | Vice President Of The General Partner & Chief Compliance Officer | CFA | Sep 1997 (29y) | 25% – 50% |
| Amy Abbey Robinson | President Of The General Partner & Chief Executive Officer | Sep 2004 (22y) | 50% – 75% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rw Value Management, Inc. | General Partner | Jan 2002 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/23/2026 | 992 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Pershing $82.3M (41% of AUM) Feb 2026
- Charles Schwab & Co. $78.5M (39% of AUM) Feb 2026
- UBS $24.5M (13% of AUM) Feb 2024
- Frost Bank $5.9M (4% of AUM) Feb 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 23, 2026.
View current Form ADV (SEC/IAPD) ↗