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Robin Pinkham Investment Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$500,000
Clients
1
0% 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
1
Very LowAverage account size
$500,000
About
Robin Pinkham Investment Advisory, LLC provides advisory and individualized portfolio management services primarily for a high‑net‑worth individual client, overseeing approximately $500,000 in client assets. The firm’s Form ADV describes services aimed at individual investors rather than institutional or pooled‑vehicle clients.
The brochure indicates the firm delivers direct portfolio management and ongoing account oversight, with regular reviews described in its reporting and account‑review sections. It also discloses the recommendation and sale of other financial products in support of client objectives.
Compared with peers, the firm is unusually small and client‑focused (one client, ~$500k AUM) while serving a high‑net‑worth individual, a combination that is uncommon among similar advisers. The firm’s use of an asset‑based (percentage‑of‑AUM) fee arrangement, its engagement in other financial product sales, and its absence of private‑fund advisory activity are notable distinctions relative to most firms in its category.
Client services
Portfolio management
Fee options
1.00% annually
Account minimum: $1,000,000
Main office location
Robin Pinkham Investment Advisory, LLC
Fairfield CT, United States
Number of offices
1
Most active in
Robin Pinkham Investment Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut
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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Forms ADV
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