Advisor at Goodman Financial Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Goodman Financial Corporation
Location
Houston, TX 77056
Credentials
CFA®, Series 63, Series 65
Industry experience
8 years
Robin Kollannur is a CFA® charterholder with eight years of industry experience. He is currently with Goodman Financial Corporation and has previously worked at Scopefour, LLC, Rothschild Asset Management, RVX Asset Management, and Mercator Asset Management. Outside of his advisory role, he owns a software systems consulting business serving financial services firms. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm employs a customized, risk-aware investment process that integrates fundamental research and macro analysis, typically implementing portfolios with individual equities and bonds.
Based on Goodman Financial Corporation
Based on Goodman Financial Corporation
$0 - $1,999,999: 1.25% $2,000,000 - $2,999,999: 1.15% $3,000,000 - $4,999,999: 0.95% $5,000,000 - $9,999,999: 0.85% $10,000,000 - $19,999,999: 0.70% $20,000,000+: 0.65%
Consulting services billed hourly from $100/hour to $400/hour
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $1,250 (equivalent to $5,000 annually) which may result in an effective rate higher than 1.25% Fee-only: Fees are charged on assets under management according to tiered schedule; no commissions; fee-only adviser.
5177 Richmond Avenue, Suite 700
Houston, TX 77056
Texas
Goodman Financial Corp
2025 - Present (1 year)
Scopefour, Llc
2023 - 2025 (2 years)
Rothschild Asset Management
2020 - 2022 (2 years)
Rvx Asset Management
2016 - 2020 (4 years)
Mercator Asset Management
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Houston, TX
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