Asset manager · Sacramento, CA
RCM Robinson Capital Management LLC
SEC-registered investment adviser · CRD 112814 · SEC 801-67374
At a glance
RCM Robinson Capital Management LLC is an SEC-registered investment adviser based in Sacramento, California, with $62 million in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is state or municipal government entities, and it reports 6 individual clients. By Form ADV it is a asset manager, ranked 2,408th of 3,218 asset managers and 15,790th of 17,210 SEC-registered advisers by assets.
Main office 415-771-9421robinsoncapital.comAs filed on Form ADV
- Regulatory AUM
- $62M
- Rank among asset managers
- #2,408 of 3,218
- Rank among all SEC RIAs
- #15,790 of 17,210
- Rank in California
- #1,750 of 1,873
- Individual clients
- 6
- High-net-worth clients
- 6
- Accounts
- 9
- Discretionary
- 0% of AUM
- Employees
- 1
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Douglas C. RobinsonPresident/chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
RCM Robinson Capital Management LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. It reports a broker-dealer among its affiliates on Form ADV.
Its Form ADV brochure (filed March 2026) names Osaic Wealth as the broker-dealer its advisers are registered with.
While RCM does not have a related person that is a broker/dealer, the associated persons of RCM are registered representatives of Osaic, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 3 | $56M | 91% |
| High-net-worth individuals | 6 | $6M | 9% |
Disciplinary disclosures
RCM Robinson Capital Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗robinsoncapital.com ↗
AtlasMembers
The full record on RCM Robinson Capital Management LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 363 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does RCM Robinson Capital Management LLC manage?
RCM Robinson Capital Management LLC reports $62 million in regulatory assets under management across 9 accounts, on its Form ADV filed March 27, 2026.
What kind of firm is RCM Robinson Capital Management LLC?
RCM Robinson Capital Management LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are RCM Robinson Capital Management LLC’s clients?
By assets, its largest client types are state or municipal government entities ($56 million, 3 clients); high-net-worth individuals ($6 million, 6 clients).
Does RCM Robinson Capital Management LLC have any disciplinary history?
RCM Robinson Capital Management LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is RCM Robinson Capital Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →