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Twin Robins Capital

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Total assets under management

$32,669,487

Total clients

45

27% high-net worth

Total advisors

2

of 2 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

23

Average account size

$725,989

About

Twin Robins Capital serves individual and high‑net‑worth clients, offering discretionary investment management alongside ongoing financial planning. Its planning services cover retirement and estate planning, cash‑flow and debt management, equity‑compensation analysis, business planning, and modeling of rental real estate within a client’s overall financial picture.

The firm constructs portfolios using Modern Portfolio Theory for long‑term asset allocation and combines passive and active investment vehicles with fundamental and technical analysis. It typically manages the bond portion with a technical, client‑specific approach and exercises discretionary trading authority for client accounts.

Distinctive features include its small, recently founded structure—managing roughly $32.7 million for about 45 clients—and a business model that emphasizes an ongoing, quarterly financial‑planning engagement rather than one‑time plans. Twin Robins also requires clients to custody assets at its recommended custodians (Charles Schwab and Axos Clearing), maintains a CFP®‑designated principal, and operates a podcast addressing Sandwich Generation planning, which are less common among peers of similar size.

Client services

Financial planning Portfolio management

Expertise

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy

Occupation focus

Founder/Business Owner

Demographic focus

Sandwich Generation

Fee options

Percentage

$0 - $499,999: 1.00% $500,000 - $999,999: 0.85% $1,000,000 - $1,999,999: 0.75% $2,000,000 - $4,999,999: 0.50% $5,000,000 - $10,000,000: 0.35% Above $10,000,000+: Negotiable

Other

Minimum fee: Financial Planning initial fee up to $750, recurring fixed fee up to $2,500 per quarter Fee-only: Financial Planning fees: initial fee up to $750, recurring fixed fee up to $2,500 per quarter

Main office location

Twin Robins Capital

751 E 63 Rd Street, Suite 120 F

Kansas City MO 64110, United States

Number of offices

2

Most active in

Georgia · Indiana · Kansas · Missouri · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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