Robinswood Financial provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Robinswood Financial reports 488 clients. They include 360 individual clients and 128 high-net-worth individuals. Nearly all assets ($453M across 1,403 accounts) are managed with discretion; $44 across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 25% |
| High-net-worth individuals | 26% | 72% |
| Charitable organizations | Fewer than 5 | 2% |
| Corporations and other businesses | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 360 | $114M | 25.1% | $316K |
| High-net-worth individuals | 128 | $324M | 71.6% | $2.53M |
| Charitable organizations | Fewer than 5 | $7.4M | 1.6% | — |
| Corporations and other businesses | Fewer than 5 | $7.75M | 1.7% | — |
| Total | 488 | $453M | 100% | — |
- Clients
- 360
- Regulatory AUM
- $114M
- AUM share
- 25.1%
- Avg. per client
- $316K
- Clients
- 128
- Regulatory AUM
- $324M
- AUM share
- 71.6%
- Avg. per client
- $2.53M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.4M
- AUM share
- 1.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $7.75M
- AUM share
- 1.7%
- Avg. per client
- —
Total
- Clients
- 488
- Regulatory AUM
- $453M
- 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
- 1–10
Robinswood Financial charges 0.10%–0.75% a year for its Investment management fee. Each asset band is charged at its own rate. The fee is billed in arrears and requires an account of at least $250,000.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 0.75% |
| $1M–$5M | 0.20% |
| $5M and above | 0.10% |
Fee details and sources
Edward Ward owns 75% or more of Robinswood Financial. The leadership team of Robinswood Financial includes Chief Compliance Officer Edward Ward. It has 6 employees.
Leadership
- Edward WardManaging Member/Chief Compliance Officer
- Robert MacRaeCo-Compliance Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Christopher Edward Simon-Wallace
Staff
- 6 employees
- 6 in advisory functions
- Owns 75% or more of Robinswood Financial LLC
Edward Ward
Control person · since February 2007
Robinswood Financial’s regulatory assets grew from $337M (January 2021) to $453M (July 2026); clients rose from 377 to 488 and employees from 5 to 6. In 2011, Hollo & Associates joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $453M | 488 | 6 | 1 |
| March 2025 | $367M | 487 | 5 | 1 |
| April 2024 | $321M | 461 | 5 | 1 |
| April 2023 | $306M | 370 | 5 | 1 |
| April 2022 | $413M | 359 | 4 | 1 |
| January 2021 | $337M | 377 | 5 | 1 |
Firms that joined
20111 joined
- Hollo & AssociatesNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Robinswood Financial has 0 offices, with 1 listed address in Washington.
Washington · 1 listed address
- 3425 Carillon Point, Building 3000, 4th Floor, KirklandHQ
Contact and registration details
- Legal name
- Robinswood Financial LLC
- Headquarters
- 3425 Carillon Point, Building 3000, 4th Floor, Kirkland, WA 98033
- Website
- robinswood.com
- Phone
- 452-296-1611
- SEC file
- 801-68234
- Founded
- 2007
- Structure
- Washington LLC
- Fiscal year end
- December
Robinswood Financial uses Charles Schwab ($453M) as custodian for its separately managed accounts. Robinswood Financial does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $453M100%
At year end, Robinswood Financial’s separately managed accounts were mostly in stocks (78%) and funds (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $349M across 435 positions; the largest are Vanguard Small-cap Growth Index Fund ETF Shares (6.3%), Vanguard Value Index Fund ETF Shares (6.1%) and Vanguard Small-cap Valueindex Fund ETF Shares (5.8%).
What the accounts hold
- Stocks78%
- Funds17%
- Cash5%
Reported 13F holdings
- $349M
- Reported 13F value
- 435
- Positions
- 52.2%
- In the 10 largest
- +9.8%
- Value vs. prior quarter
- Vanguard Small-cap Growth Index Fund ETF Shares · Uit Exchange Traded6.3%
- Vanguard Value Index Fund ETF Shares · Uit Exchange Traded6.1%
- Vanguard Small-cap Valueindex Fund ETF Shares · Uit Exchange Traded5.8%
- iShares MSCI Eafe Growthetf · Uit Exchange Traded5.5%
- Vanguard FTSE Emerging Markets Index Fund ETF Shares · Uit Exchange Traded5.4%
- Vanguard Growth Index Fund ETF Shares · Uit Exchange Traded4.8%
- Schwab Short-term U.S. Treasury ETF · Uit Exchange Traded4.7%
- Vanguard Mortgage-backedsecurities Index Fund ETF Shares · Uit Exchange Traded4.7%
- iShares Core U.S. Aggregate Bond ETF · Uit Exchange Traded4.6%
- Avantis International Small Cap Value ETF · Uit Exchange Traded4.3%
Together, the ten largest are 52.2% of reported value.
How many clients does Robinswood Financial have?
Robinswood Financial has 488 clients and manages $453 million for them, as of July 2026. They include 360 individual clients and 128 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 July 2026
What services does Robinswood Financial offer?
Robinswood Financial provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, 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 Robinswood Financial charge?
Robinswood Financial charges 0.10%–0.75% a year for its Investment management fee. Each asset band is charged at its own rate. The fee is billed in arrears and requires an account of at least $250,000.
Source: ROBINSWOOD BROCHURE ADV 2A JULY 2026, filed 13 July 2026
Which custodians does Robinswood Financial use?
Robinswood Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $453M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 July 2026
How many financial advisors does Robinswood Financial have?
Robinswood Financial has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 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 Robinswood Financial invest in?
At the end of its last fiscal year, Robinswood Financial’s separately managed accounts held 78% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs) and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Robinswood Financial have a minimum investment?
Yes, Robinswood Financial’s minimum account size for its Investment management fee is $250K.
Source: ROBINSWOOD BROCHURE ADV 2A JULY 2026, filed 13 July 2026
Who owns Robinswood Financial?
Robinswood Financial’s direct owner is Edward Ward (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 July 2026
How does Robinswood Financial get paid?
Robinswood Financial is paid through a percentage of assets under management, hourly charges 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 Robinswood Financial?
Robinswood Financial’s main office is at 3425 Carillon Point, Building 3000, 4th Floor, Kirkland, WA 98033. Its phone number is 452-296-1611. Its website is robinswood.com.