Robinson Global Investment Management LLC

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Client assets under management

$58,719,785

Clients

100% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$7,339,973

About

Robinson Global Investment Management LLC is a fee-only registered investment adviser that provides discretionary portfolio management, financial planning, and consulting primarily to individual and high-net-worth clients. The firm manages a concentrated set of client relationships, administering roughly $58.7 million in discretionary assets across a small number of accounts.

The firm constructs diversified portfolios using mutual funds, ETFs, fixed income and equities and develops a written Investment Policy Statement for each engagement, applying a mix of fundamental, quantitative, technical and cyclical analysis. While most of its allocations rely on traditional vehicles, the firm also discloses that it may recommend and use derivatives (for example, options and commodity instruments) in separately managed accounts as part of its tactical and risk-management toolset — a capability that is uncommon among similar small advisory practices.

Distinctive features include the firm’s concentrated client base and that all reported assets are managed on a discretionary basis, which results in relatively high assets per client and direct advisor involvement in portfolio oversight. The brochure also discloses that a principal maintains a substantial academic role directing and teaching in a financial planning program (up to roughly half of a workweek), a time commitment the firm identifies as a potential conflict that prospective clients should consider.

Client services

Financial planning Portfolio management General consulting services

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Fixed fee for initial financial planning engagement not to exceed $5,000

Project-based

Up to $300 per hour for financial planning and general consulting

Other

Account minimum: $400,000 Minimum fee: Minimum annual fee of $2,000 for accounts with portfolio values of $400,000 or less (waivable/reducible) Fee-only: Portfolio management fee up to 0.50% annually, negotiable by client; financial planning hourly rate up to $300/hour; fixed financial planning fees up to $5,000; general consulting hourly rate up to $300/hour

Main office location

Robinson Global Investment Management LLC

Hollywood FL, United States

Number of offices

Most active in

Florida · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 434-882-3196

Advisors at this firm

Thomas R

CFP®, CFA®

Hollywood, FL

Robinson Global Investment Management LLC

Thomas Robinson is a CFP® and CFA® with seven years of experience in the financial industry. He is a principal at Robinson Global Investment Management LLC, a firm he has been with since 2020. Robinson also serves as the Department Chair and teaches Portfolio Management at the College for Financial Planning, dedicating up to 25% of his workweek to these academic responsibilities. Robinson Global Investment Management LLC primarily manages pooled vehicles and institutional assets while offering discretionary portfolio management, financial planning, and consulting to a range of clients, including individual investors. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis to build diversified portfolios and utilizes a variety of investment vehicles tailored to client objectives and risk tolerance.

Executive Founder/Business Owner

Debbie H

Series 65

Hollywood, FL

Robinson Global Investment Management LLC

Debbie Hernandez is a financial advisor at Robinson Global Investment Management LLC with a Series 65 credential and four years of industry experience. She has been with Robinson Global since 2020 and previously worked as a homemaker for 13 years. Robinson Global Investment Management LLC manages pooled vehicles and institutional assets while also providing discretionary portfolio management, financial planning, and consulting services to a range of clients, including individuals across various wealth levels. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis to build diversified portfolios and incorporates derivatives and alternative investments when appropriate.

Executive Founder/Business Owner

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