Charles Robinson has been Vice President of the General Partner & Chief Compliance Officer of Robinson Value Management since May 2010, is a control person of the firm and directly owns between 25% and 50% of it. Charles Robinson holds an MBA from the University of Texas at San Antonio and a BA in Economics from Davidson College.
Robinson Value Management, LTD. is a San Antonio, TX firm with $202M under management, 56 clients and 2 advisers in one office, as of its February 2026 filing.
Charles W. Robinson III is Chief Investment Officer & Chief Compliance Officer of Robinson Value Management. With 30+ years of experience, he co-leads all aspects of the firm, from portfolio management and security analysis to compliance and IT systems. He joined Leavy Investment Management and NationsBank before founding the predecessor to Robinson Value Management, Robinson Investment Management.
- – present · 29 yearsSan Antonio, TX · Adviser representative · Firm CRD 110156
Professional designations
Listed by Robinson Value Management
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Charles Robinson is registered as an investment adviser representative in Texas, since September 1997.
- TexasSince 4 September 1997
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 22 October 2014 |
- Name
- National Commodity Futures Examination
- Full name
- Charles Wilson Robinson
- CRD
- 1423646
- Firm
- Robinson Value Management · CRD 110156
- Role
- Vice President of the General Partner & Chief Compliance Officer
- Office
- 120 EAST BASSE ROAD, #102, San Antonio, TX 78209-8356
- Registration
- Investment adviser registration
- In the industry since
- September 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- robinsonvalue.com
Where does Charles Robinson work?
Charles Robinson has been Vice President of the General Partner & Chief Compliance Officer of Robinson Value Management, LTD. since May 2010, and is a control person of the firm.
Is Charles Robinson a financial advisor?
Yes. Charles Robinson has a current investment-adviser registration in Texas, through Robinson Value Management since September 1997.
How many years of experience does Charles Robinson have?
Charles Robinson has 29 years in the financial industry, since September 1997, across 1 adviser firm.
What exams has Charles Robinson passed?
Charles Robinson passed the Series 3 in October 2014.
Where is Charles Robinson based?
Charles Robinson’s registered office is in San Antonio, TX.
Is Charles Robinson registered with FINRA?
No. Charles Robinson has no current broker registration.
Is Charles Robinson a CFA charterholder?
Robinson Value Management lists Charles Robinson with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
Source: Charles W. Robinson III biography, robinsonvalue.com
How can I verify Charles Robinson’s record?
Search CRD 1423646 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Robinson’s full registration record.