Robinswood Financial Llc
- Regulatory AUM
- $453M
- Discretionary
- $453M
- Clients
- 488
- Avg AUM / client
- $929K
- Accounts
- 1,404
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 360 | $114M | 25.1% |
| High net worth individuals | 128 | $324M | 71.6% |
| Charitable organizations | Fewer than 5 | $7.4M | 1.63% |
| Corporations and other businesses | Fewer than 5 | $7.7M | 1.71% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edward Lee Ward | Managing Member/Chief Compliance Officer | Feb 2007 (20y) | 75% or more | |
| Robert Ward Guild | Registered representative | Chartered Financial Consultant | Jun 2007 (19y) | |
| Janet Harris Weisman | Registered representative | Oct 2010 (16y) | ||
| Robert David Mac Rae | Registered representative | Aug 2017 (9y) | ||
| Christopher Edward Simon Wallace | Registered representative | Nov 2023 (3y) | ||
| Colleen M Bracy | Registered representative | May 2024 (2y) | ||
| Kelsey Ann Curtis | Registered representative | CFP | Jan 2026 (1y) |
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) | 07/13/2026 | 909 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $453M (100% of AUM) Jul 2026
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: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗