Douglas
Robinson

Rcm Robinson Capital Management LLC

CRD#1173495
Investment Advisor
in Mill Valley, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Douglas Robinson is a financial advisor who works in Mill Valley, California, who has been in the advisory business for 17 years. Robinson is an employee of Rcm Robinson Capital Management LLC. Over the course of their career, they have held roles at Rcm Robinson Capital Management LLC, Foothill Securities, Inc and Securities America, Inc. Robinson has a Series 63 license, which qualifies them as a securities broker, and is approved to work in California. Rcm Robinson Capital Management LLC is a registered investment company that has its headquarters in Mill Valley, California. It manages $102 million in total assets between its nine customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its nine customer accounts, 56% are held by high-net-worth investors who have at least $1 million in assets. The firm performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees usually vary depending on which services are provided. However, fee types billed by Rcm Robinson Capital Management LLC may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63

Years of Experience

17 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

27 Reed Boulevard
Mill Valley, CA 94941

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Rcm Robinson Capital Management LLC Brokerage Details

Total Assets Under Management

$102,150,087

CA Average: $7,578,581,321
Total Number of Employees

1

CA Average: 43
Total Number of Accounts

9

CA Average: 3,727
Average Account Size

$11,350,010

CA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Douglas Robinson Work History

Douglas has 17 years of experience.

2016 - Present (7 years)

Securities America, Inc

2005 - Present (18 years)

Rcm Robinson Capital Management LLC

2008 - 2016 (8 years)

Foothill Securities, Inc

Disclosures

Douglas Robinson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Rcm Robinson Capital Management LLC

Douglas Robinson
Mill Valley, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started