Robinson Capital Management, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.1B
- Clients
- 80
- Avg AUM / client
- $19.2M
- Accounts
- 80
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $251M | 16.3% |
| State or municipal government entities | 74 | $1.2B | 79.5% |
| Corporations and other businesses | 2 | $64.8M | 4.21% |
| Other | 2 | $161K | 0.01% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Christopher Robinson | Owner | Nov 2012 (14y) | ≈ 56.25% – 100% via Robinson Capital Holding Company | |
| Prost, Gregory, Adam | Cio Traditional Fixed Income | Oct 2014 (12y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Robinson Capital Holding Company | Robinson Capital Holding Company | Jan 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- James Christopher Robinson: 75% – 100% of Robinson Capital Holding Company × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 02/20/2026 | 955 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 investment companies
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Huntington Bancshares, Inc $392M (25% of AUM) Feb 2026
- Comerica Bank Trust National Association $123M (8% of AUM) Feb 2026
- BNY Mellon $100M (6% of AUM) Feb 2026
- U.S. Bank $76.0M (9% of AUM) Jun 2022
- Capital One Bank $71.4M (8% of AUM) Jun 2022
- Northern Trust $60.1M (7% of AUM) Jun 2022
- Fifth Third Bank $56.8M (9% of AUM) Mar 2019
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 24, 2026.
View current Form ADV (SEC/IAPD) ↗