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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ROBERTSON INVESTMENT MANAGEMENT

CRD 115425

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:80fb4f5c-9e7f-74cc-6c6d-1d9712abd892

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 9
On other graphs: 0
Observed: Feb 3, 2021 to Mar 31, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.03 institutional_share=0.0 related_bd=false related_bank=false bd_reps=6.0
Regulatory AUM: $534MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $343M
Private client RAUM: $490MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $59.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 20
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,143
Individual clients: 371
High net worth clients: 767
SEC number: 801-120446
CRD: 115425
Filings on the tape: 20
First filed: Feb 3, 2021
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, TX
Website: robertsonwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
FREDERICK ALLEN MECKLENBURG	n/a	HOUSTON, TX	15	45	5	yes
CHASE MICHAEL ROBERTSON	n/a	Houston, TX	9	11	1	yes
JOHN EDWARD LANGSTON	n/a	Houston, TX	8	41	2	no
DAWN MOORE TRAMMELL	n/a	Houston, TX	7	39	4	no
ROBERT WILLIAM KASTEN	n/a	Houston, TX	6	44	2	no
SONIA CONSTANCE JOAO	n/a	HOUSTON, TX	6	16	1	no
NGHIEP HOANG NGHIEM	n/a	HOUSTON, TX	1	17	n/a	yes
Daniel Pierre DeBarros	n/a	HOUSTON, TX	0	12	2	no
JASON ROGER LOCKE	n/a	HOUSTON, TX	0	18	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Moreiro, Roberto, NMN	Cco	Na	yes	01/2024	Nov 18, 2024	Nov 22, 2024
ROBERTSON, CHASE, MICHAEL	Shareholder	D	yes	12/2020	Feb 3, 2021	Nov 22, 2024
ROBERTSON, CHASE, MICHAEL	MANAGING MEMBER	A	yes	01/2017	Feb 3, 2021	Nov 22, 2024
Robertson, Cole, Alexander	Shareholder	D	yes	12/2020	Nov 22, 2024	Nov 22, 2024
DOUBLE C FAMILY	Owner	E	no	12/2020	Feb 3, 2021	Nov 22, 2024
JOAO, SONIA, CONSTANCE	Owner	A	no	12/2020	Feb 3, 2021	Nov 22, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 31, 2026	$534M	$343M	20	10	n/a	n/a
2024	Mar 31, 2025	$273M	$273M	8	8	n/a	n/a
2023	Mar 31, 2024	$434M	$243M	16	16	n/a	n/a
2022	Mar 28, 2023	$312M	$147M	16	9	n/a	n/a
2021	May 5, 2022	$163M	$163M	16	9	n/a	n/a
2020	Apr 9, 2021	$129M	$129M	11	8	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	1	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$534M	$273M	95.6%	$312M	19.6%	20	8	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FIRST ALLIED ADVISORY SERVICES, INC.	3	Nov 22, 2019	Dec 5, 2018	HOUSTON, TX	Team lift out	Ibd to RIA	0.7%

Relationships

Registered with (13)

← JASON ROGER LOCKEAdvisorregistration: current employment
Jul 3, 2026 to presentfactForm ADV
← Daniel Pierre DeBarrosAdvisorregistration: current employment
Dec 3, 2025 to presentfactForm ADV
← NGHIEP HOANG NGHIEMAdvisorregistration: current employment
Jul 14, 2025 to presentfactForm ADV
← SONIA CONSTANCE JOAOAdvisorregistration: current employment
Aug 6, 2020 to presentfactForm ADV
← ROBERT WILLIAM KASTENAdvisorregistration: current employment
Jan 24, 2020 to presentfactForm ADV
← DAWN MOORE TRAMMELLAdvisorregistration: current employment
Dec 5, 2018 to presentfactForm ADV
← JOHN EDWARD LANGSTONAdvisorregistration: current employment
Jan 24, 2018 to presentfactForm ADV
← CHASE MICHAEL ROBERTSONAdvisorregistration: current employment
Feb 9, 2017 to presentfactForm ADV
← FREDERICK ALLEN MECKLENBURGAdvisorregistration: current employment
Jan 7, 2011 to presentfactForm ADV
← ELLIAS DAVID STABINSKYAdvisorregistration: previous registration
Feb 9, 2017 to Apr 2, 2025factForm ADV
← PATRICK ROBERT MCGILLAdvisorregistration: previous registration
Apr 6, 2021 to Aug 1, 2024factForm ADV
← CHARLES LEWIS SIZEMOREAdvisorregistration: previous registration
Jun 1, 2017 to Sep 13, 2017factForm ADV
← SUSAN MARIE IVERSONAdvisorregistration: previous registration
Jun 8, 2015 to Feb 7, 2017factForm ADV

Controls (3)

← Moreiro, Roberto, NMNOwnerCCO, ownership code NA, individual
Nov 18, 2024 to Nov 22, 2024factForm ADV
← ROBERTSON, CHASE, MICHAELOwnerSHAREHOLDER, ownership code D, individual
Feb 3, 2021 to Nov 22, 2024factForm ADV
← Robertson, Cole, AlexanderOwnerSHAREHOLDER, ownership code D, individual
Nov 22, 2024 to Nov 22, 2024factForm ADV

Owns (2)

← JOAO, SONIA, CONSTANCEOwnerOWNER, ownership code A, individual
Feb 3, 2021 to Nov 22, 2024factForm ADV
← DOUBLE C FAMILYOwnerOWNER, ownership code E, domestic entity
Feb 3, 2021 to Nov 22, 2024factForm ADV

Moved with (1)

← FIRST ALLIED ADVISORY SERVICES, INC.Registered adviser3 advisors, team lift out
Nov 22, 2019 to Dec 5, 2018factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Robertson Investment Management reported RAUM $534.1M, up 96% from $273.1M (2025-03-31 to 2026-03-31)
Form ADVobserved 5 days ago
$261M
Occurred
Apr 2, 2025
Advisor changed firm
Ellias David Stabinsky left Robertson Investment Management for Osaic Wealth, Inc. (registered 2025-08-19)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2025
Regulatory AUM changed
Robertson Investment Management reported RAUM $273.1M, down 37% from $434.4M (2024-11-22 to 2025-03-31)
Form ADVobserved 5 days ago
$-161M
Occurred
Nov 22, 2024
Control person joined
Alexander Cole Robertson (Shareholder) appeared on Schedule A of Robertson Investment Management
Form ADVobserved 5 days ago
Occurred
Nov 18, 2024
Control person joined
Nmn Roberto Moreiro (Cco) appeared on Schedule A of Robertson Investment Management
Form ADVobserved 5 days ago
Occurred
Aug 1, 2024
Advisor changed firm
Patrick Robert Mcgill left Robertson Investment Management for Pilot Retirement Advisors (registered 2024-08-01)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2024
Regulatory AUM changed
Robertson Investment Management reported RAUM $434.4M, up 39% from $312.1M (2024-02-15 to 2024-03-31)
Form ADVobserved 5 days ago
$122M
Occurred
Mar 28, 2023
Regulatory AUM changed
Robertson Investment Management reported RAUM $312.1M, up 91% from $163.4M (2022-05-06 to 2023-03-28)
Form ADVobserved 5 days ago
$149M
Occurred
Feb 3, 2021
First Form ADV filing
Robertson Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:80fb4f5c-9e7f-74cc-6c6d-1d9712abd892
First observed: Feb 3, 2021
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ROBERTSON INVESTMENT MANAGEMENT

CRD 115425

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:80fb4f5c-9e7f-74cc-6c6d-1d9712abd892

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:19 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

FREDERICK ALLEN MECKLENBURG

n/a

HOUSTON, TX

yes

CHASE MICHAEL ROBERTSON

n/a

Houston, TX

yes

JOHN EDWARD LANGSTON

n/a

Houston, TX

DAWN MOORE TRAMMELL

n/a

Houston, TX

ROBERT WILLIAM KASTEN

n/a

Houston, TX

SONIA CONSTANCE JOAO

n/a

HOUSTON, TX

NGHIEP HOANG NGHIEM

n/a

HOUSTON, TX

n/a

yes

Daniel Pierre DeBarros

n/a

HOUSTON, TX

JASON ROGER LOCKE

n/a

HOUSTON, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Moreiro, Roberto, NMN

Cco

yes

01/2024

Nov 18, 2024

Nov 22, 2024

ROBERTSON, CHASE, MICHAEL

Shareholder

yes

12/2020

Feb 3, 2021

Nov 22, 2024

ROBERTSON, CHASE, MICHAEL

MANAGING MEMBER

yes

01/2017

Feb 3, 2021

Nov 22, 2024

Robertson, Cole, Alexander

Shareholder

yes

12/2020

Nov 22, 2024

DOUBLE C FAMILY

Owner

12/2020

Feb 3, 2021

Nov 22, 2024

JOAO, SONIA, CONSTANCE

Owner

12/2020

Feb 3, 2021

Nov 22, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$534M

$343M

n/a

2024

Mar 31, 2025

$273M

n/a

2023

Mar 31, 2024

$434M

$243M

n/a

2022

Mar 28, 2023

$312M

$147M

n/a

2021

May 5, 2022

$163M

n/a

2020

Apr 9, 2021

$129M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$534M

$273M

95.6%

$312M

19.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FIRST ALLIED ADVISORY SERVICES, INC.

Nov 22, 2019

Dec 5, 2018

HOUSTON, TX

Team lift out

Ibd to RIA

0.7%