RCM Robinson Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,799,514
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
6
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$966,586
About
RCM Robinson Capital Management LLC provides investment advisory and portfolio management services principally to local government agencies in California, as well as health benefit trusts and high-net-worth individuals. The firm offers limited discretionary portfolio management for short- and intermediate-term fixed income portfolios and operates a Health Benefit Trust Program that uses directed trustees and third-party administrators for account servicing.
RCM’s investment approach centers on institutional fixed income management informed by Graham-style value analysis, modern portfolio theory and demographic research to set asset allocation and investment policy; portfolios may include individual securities, mutual funds and ETFs and sometimes employ model asset-allocation programs. The firm manages most client assets on a non-discretionary basis (reported as $61.8 million non-discretionary as of 12/31/25) and generally obtains client approval before executing transactions.
Notable differences from many peer independent advisers include an affiliation with a broker-dealer and that associated persons are registered representatives of a broker-dealer, while the firm requires clients to execute transactions with broker-dealers it selects (typically Schwab or Osaic), which can create potential conflicts of interest and limits clients’ ability to direct brokerage. The firm’s emphasis on municipal and other institutional clients, a suggested $10 million baseline for fixed income mandates, and the provision of investment education and a formal Health Benefit Trust Program distinguish it from most solo independent advisers.
Client services
Portfolio management
Educational seminars or workshops
Occupation focus
Government Employee
Founder/Business Owner
Fee options
Flat annual fee assessed and payable monthly available as an alternative to percentage of AUM fees.
$0+: up to 1.25% large portfolio balances+: approximately 0.10% (10 basis points) for institutional fixed income clients Health Benefits Program+: up to 0.35% (35 basis points)
Account minimum: $10 million Fee-only: Asset management fees up to 1.25% annually; flat annual fees also offered payable monthly; fees negotiable based on asset size.
Main office location
RCM Robinson Capital Management LLC
2108 N St, Suite 9890
Sacramento CA 95816, United States
Number of offices
1
Most active in
RCM Robinson Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
California · Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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