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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Robinson Smith Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Robinson Smith Wealth Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Robinson Smith Wealth Advisors get paid?","answer":"Robinson Smith Wealth Advisors is paid through a percentage of assets under management and fixed fees. 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