Robinson Smith Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Robinson Smith Wealth Advisors reports 232 clients. They include 141 high-net-worth individuals, 87 individual clients and 2 charitable organizations. Of its assets, 98.4% ($438M across 886 accounts) are managed with discretion; $7.12M across 17 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 38% | 9% |
| High-net-worth individuals | 61% | 90% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 87 | $41.1M | 9.2% | $472K |
| High-net-worth individuals | 141 | $400M | 89.9% | $2.84M |
| Pension and profit-sharing plans | Fewer than 5 | $1.92M | 0.4% | $1.92M |
| Charitable organizations | Fewer than 5 | $1.41M | 0.3% | $704K |
| Corporations and other businesses | Fewer than 5 | $318K | 0.1% | $318K |
| Total | 232 | $445M | 100% | — |
- Clients
- 87
- Regulatory AUM
- $41.1M
- AUM share
- 9.2%
- Avg. per client
- $472K
- Clients
- 141
- Regulatory AUM
- $400M
- AUM share
- 89.9%
- Avg. per client
- $2.84M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.92M
- AUM share
- 0.4%
- Avg. per client
- $1.92M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.41M
- AUM share
- 0.3%
- Avg. per client
- $704K
- Clients
- Fewer than 5
- Regulatory AUM
- $318K
- AUM share
- 0.1%
- Avg. per client
- $318K
Total
- Clients
- 232
- Regulatory AUM
- $445M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Robinson Smith Wealth Advisors charges 0.40%–1.00% a year for its Investment Management Fee. The fee is billed in arrears and has a $7,500 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Fixed fee for extraordinary planning or consulting needs, negotiable and generally $7,500 to $50,000 a year.
David Smith owns 75% or more of Robinson Smith Wealth Advisors. It has 8 employees, 5 of them in advisory roles.
Staff
- 8 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Robinson Smith Wealth Advisors, LLC
David Smith
Control person · since February 2013
- Owns 10% to 25% of Robinson Smith Wealth Advisors, LLC
Tracey Daigle
Control person · since January 2017
- Owns 5% to 10% of Robinson Smith Wealth Advisors, LLC
Donovan Ingle
Control person · since January 2025
- Owns 5% to 10% of Robinson Smith Wealth Advisors, LLC
Gerrit Petersons
Control person · since January 2026
Robinson Smith Wealth Advisors’ regulatory assets grew from $345M (March 2021) to $445M (August 2026); clients rose from 175 to 232 and employees from 6 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $445M | 232 | 8 | 2 |
| Mar 2025March 2025 | $403M | 215 | 8 | 2 |
| Feb 2024February 2024 | $334M | 198 | 7 | 2 |
| Mar 2023March 2023 | $289M | 186 | 7 | 2 |
| Jul 2022July 2022 | $392M | 186 | 8 | 2 |
| Mar 2021March 2021 | $345M | 175 | 6 | 2 |
Besides its headquarters, Robinson Smith Wealth Advisors has 1 office, with 2 listed addresses across 2 states.
Maine · 1 listed address
- 82 Running Hill Road, Suite 205, South PortlandHQ
New Hampshire · 1 listed address
- One Harbour Place, Portsmouth
Contact and registration details
- Legal name
- Robinson Smith Wealth Advisors, LLC
- Headquarters
- 82 Running Hill Road, Suite 205, South Portland, ME 04106
- Website
- robinsonsmithwealth.com
- Phone
- 207-874-9840
- @robinson-smith-wealth-advisors
- SEC file
- 801-63290
- Structure
- Maine LLC
- Fiscal year end
- December
Robinson Smith Wealth Advisors’ named custodian for separately managed accounts is Charles Schwab ($421M). Robinson Smith Wealth Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $421M100%
At year end, Robinson Smith Wealth Advisors’ separately managed accounts were mostly in funds (85%) and stocks (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $167M across 98 positions; the largest are Schwab Strategic TR (18.6%), Putnam ETF Trust (6.0%) and Dimensional ETF Trust (5.6%).
What the accounts hold
- Stocks11%
- Exchange-traded equities10%
- Non-exchange-traded equities1%
- Funds85%
- Registered funds83%
- Pooled vehicles2%
- Bonds1%
- Cash2%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Robinson Smith Wealth Advisors have?
Robinson Smith Wealth Advisors has 232 clients and manages $445 million for them, as of August 2026. They include 141 high-net-worth individuals, 87 individual clients and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 August 2026
What services does Robinson Smith Wealth Advisors offer?
Robinson Smith Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Robinson Smith Wealth Advisors charge?
Robinson Smith Wealth Advisors charges 0.40%–1.00% a year for its Investment Management Fee. The fee is billed in arrears and has a $7,500 annual minimum.
Which custodians does Robinson Smith Wealth Advisors use?
Robinson Smith Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $421M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 August 2026
How many financial advisors does Robinson Smith Wealth Advisors have?
Robinson Smith Wealth Advisors has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Robinson Smith Wealth Advisors invest in?
At the end of its last fiscal year, Robinson Smith Wealth Advisors’ separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 2% pooled vehicles (private funds and similar), 2% cash and equivalents, 1% non-exchange-traded equities and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Robinson Smith Wealth Advisors?
Robinson Smith Wealth Advisors’ direct owners are David Smith (75% or more), Tracey Daigle (10% to 25%), Donovan Ingle (5% to 10%) and Gerrit Petersons (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 August 2026
How does Robinson Smith Wealth Advisors get paid?
Robinson Smith Wealth Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Robinson Smith Wealth Advisors?
Robinson Smith Wealth Advisors’ main office is at 82 Running Hill Road, Suite 205, South Portland, ME 04106. Its phone number is 207-874-9840. Its website is robinsonsmithwealth.com.
