Robinson Value Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Robinson Value Management reports 56 clients. They include 44 high-net-worth individuals and 12 individual clients. Of its assets, 100.0% ($202M across 115 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 21% | 5% |
| High-net-worth individuals | 79% | 95% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 12 | $10.4M | 5.2% | $870K |
| High-net-worth individuals | 44 | $192M | 94.8% | $4.36M |
| Total | 56 | $202M | 100% | $3.61M |
- Clients
- 12
- Regulatory AUM
- $10.4M
- AUM share
- 5.2%
- Avg. per client
- $870K
- Clients
- 44
- Regulatory AUM
- $192M
- AUM share
- 94.8%
- Avg. per client
- $4.36M
Total
- Clients
- 56
- Regulatory AUM
- $202M
- AUM share
- 100%
- Avg. per client
- $3.61M
- 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
- 0
Robinson Value Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Amy Robinson owns 50% to 75% of Robinson Value Management. Amy Robinson is CEO; the leadership team includes President Charles Robinson. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Robinson Value Management, LTD.
Amy Robinson
Control person · since May 2010
- Owns 25% to 50% of Robinson Value Management, LTD.
Charles Robinson
Control person · since May 2010
Robinson Value Management’s regulatory assets grew from $137M (March 2021) to $202M (February 2026); clients were 56 in both filings and employees fell from 5 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $202M | 56 | 2 | 1 |
| Feb 2025February 2025 | $170M | 59 | 3 | 1 |
| Feb 2024February 2024 | $185M | 56 | 4 | 1 |
| Mar 2023March 2023 | $153M | 53 | 4 | 1 |
| Mar 2022March 2022 | $161M | 57 | 5 | 1 |
| Mar 2021March 2021 | $137M | 55 | 5 | 1 |
Besides its headquarters, Robinson Value Management has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 120 East Basse Road, #102, San AntonioHQ
Contact and registration details
- Legal name
- Robinson Value Management, LTD.
- Headquarters
- 120 East Basse Road, #102, San Antonio, TX 78209-8356
- Website
- robinsonvalue.com
- Phone
- 210-490-2545
- SEC file
- 801-80568
- Founded
- 1997
- Structure
- Texas limited partnership
- Fiscal year end
- December
Robinson Value Management’s named custodians for separately managed accounts are Pershing ($82.3M, 51%) and Charles Schwab ($78.5M, 49%). Robinson Value Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $78.5M49%
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $82.3M51%
At year end, Robinson Value Management’s separately managed accounts were mostly in stocks (57%) and funds (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $187M across 75 positions; the largest are Direxion Shares ETF Trust (9.7%), Vanguard Scottsdale Fds (4.8%) and Advanced Micro Devices Inc. (3.6%).
What the accounts hold
- Stocks57%
- Funds32%
- Bonds8%
- U.S. government and agency bonds5%
- Investment grade corporate bonds3%
- Cash3%
How many clients does Robinson Value Management have?
Robinson Value Management has 56 clients and manages $202 million for them, as of February 2026. They include 44 high-net-worth individuals and 12 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 February 2026
What services does Robinson Value Management offer?
Robinson Value Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Robinson Value Management use?
Robinson Value Management’s separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $82.3M and Charles Schwab & Co., Inc. (Westlake, TX), with $78.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 February 2026
How many financial advisors does Robinson Value Management have?
Robinson Value Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 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 Value Management invest in?
At the end of its last fiscal year, Robinson Value Management’s separately managed accounts held 57% exchange-traded equities, 32% registered funds (mutual funds, ETFs, BDCs), 5% U.S. government and agency bonds, 3% investment grade corporate bonds and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Robinson Value Management?
Robinson Value Management’s direct owners are Charles Robinson (25% to 50%) and Amy Robinson (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 February 2026
How does Robinson Value Management get paid?
Robinson Value Management is paid through a percentage of assets under management. 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 Value Management?
Robinson Value Management’s main office is at 120 East Basse Road, #102, San Antonio, TX 78209-8356. Its phone number is 210-490-2545. Its website is robinsonvalue.com.
