DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
R••••••• V•••• M••••••••• L•••
Latest filing Feb 23, 2026
First filing on the tape Mar 1, 2012 · 27 filings
SEC status approved since Nov 20, 2014
RAUM
$202M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$202M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$101M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$202M as of Feb 23, 2026
Mar 1, 2012$55.9M then
HNW client RAUM$192M as of Feb 23, 2026
Feb 22, 2018$130M then
State-registered IARs (5.B.3)2 as of Feb 23, 2026
Mar 1, 20120 then
Employees (5.A)2 as of Feb 23, 2026
Jan 13, 20156 then
Private funds: no history
RAUM +19% over the last fiscal year+9.8% a year over threeIARs 3 to 2
Practice profile
derived from the filing of Feb 23, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $101MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 28derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.4MderivedHNW RAUM over HNW clients
- Average account
- $1.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- -33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -3.4%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$192M95%
- Individuals$10.4M5.2%
- Individual clients
- 12reported
- HNW clients
- 44reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 115reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C•••••• W••••• R•••••••Chartered Financial Analyst | San Antonio, Tx | Sep 4, 1997 | 29 y | 0 |
| A•• A•••• R••••••• | San Antonio, Tx | Sep 13, 2004 | 30 y | 1 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 50% of current headcount1 left over 36 months
Left, latest
- T••••• M•••••• T•••• to C•••••••• I••••••••• R••••••• A•••••••• I•••Nov 3, 2025 · RIA to affiliated broker-dealer or bank
Joined, latest
- T••••• M•••••• T•••• from C•••••• I••••••••• C••••••May 24, 2018 · Other
- A•• A•••• R••••••• from U•• F•••••••• S••••••• I•••Sep 13, 2004 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- R•••••••• A••• A•••• · President Of The General Partner & Chief Executive Officercontrolsince 05/2010 · owns 50% to 75%
- R•••••••• C••••••• W••••• · Vice President Of The General Partner & Chief Compliance Officercontrolsince 05/2010 · owns 25% to 50%
- R•••••••• A••• A•••• · Shareholdercontrolsince 01/2005 · owns 50% to 75% of R• V•••• M••••••••• I•••
- R•••••••• C••••••• W••••• · Shareholdercontrolsince 12/2001 · owns 25% to 50% of R• V•••• M••••••••• I•••
Entity owners
- R• V•••• M••••••••• I••• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- B••••••• A•••••••• L••bankn
- T•• B••••••• C••••••• L••bankpooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| San Antonio, Tx · principal | 2 | 0 | 0 | ||
| Mckinney, Tx | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 119 to 115Oct 27, 2025 to Feb 23, 2026
- Advisory employees · 3 to 2Oct 27, 2025 to Feb 23, 2026
- Individual clients · 14 to 12Oct 27, 2025 to Feb 23, 2026
- Employees · 3 to 2Oct 27, 2025 to Feb 23, 2026
- State-registered IARs · 3 to 2Oct 27, 2025 to Feb 23, 2026
- Discretionary RAUM · $170M to $202MOct 27, 2025 to Feb 23, 2026
- HNW RAUM · $160M to $192MOct 27, 2025 to Feb 23, 2026
- Individual RAUM · $10.4M to $10.4MOct 27, 2025 to Feb 23, 2026
- RAUM · $170M to $202MOct 27, 2025 to Feb 23, 2026
- Financial planning clients · 0 to 0Feb 3, 2025 to Oct 27, 2025
- Discretionary RAUM · $170M to $170MFeb 3, 2025 to Oct 27, 2025
- Non-discretionary RAUM · $195,492 to $0Feb 3, 2025 to Oct 27, 2025
- Related bank · true to falseFeb 3, 2025 to Oct 27, 2025
- Accounts · 116 to 119Sep 4, 2024 to Feb 3, 2025
- Advisory employees · 4 to 3Sep 4, 2024 to Feb 3, 2025
- HNW clients · 42 to 44Sep 4, 2024 to Feb 3, 2025
- Employees · 4 to 3Sep 4, 2024 to Feb 3, 2025
- State-registered IARs · 4 to 3Sep 4, 2024 to Feb 3, 2025
- Discretionary RAUM · $173M to $170MSep 4, 2024 to Feb 3, 2025
- HNW RAUM · $162M to $160MSep 4, 2024 to Feb 3, 2025
- Individual RAUM · $10.9M to $10.4MSep 4, 2024 to Feb 3, 2025
- Non-discretionary RAUM · $512,855 to $195,492Sep 4, 2024 to Feb 3, 2025
- RAUM · $173M to $170MSep 4, 2024 to Feb 3, 2025
- Accounts · 118 to 116Feb 15, 2024 to Aug 31, 2024
- Advisory activities · 1 to 2Feb 15, 2024 to Aug 31, 2024
- Financial planning clients · unset to 0Feb 15, 2024 to Aug 31, 2024
- Discretionary RAUM · $183M to $173MFeb 15, 2024 to Aug 31, 2024
- HNW RAUM · $176M to $162MFeb 15, 2024 to Aug 31, 2024
- Individual RAUM · $8.8M to $10.9MFeb 15, 2024 to Aug 31, 2024
- Non-discretionary RAUM · $2.4M to $512,855Feb 15, 2024 to Aug 31, 2024
- RAUM · $185M to $173MFeb 15, 2024 to Aug 31, 2024
- Wrap assets (manager) · unset to 0.0Feb 15, 2024 to Aug 31, 2024
- Wrap assets (sponsor) · unset to 0.0Feb 15, 2024 to Aug 31, 2024
- Accounts · 108 to 118Mar 2, 2023 to Feb 15, 2024
- HNW clients · 39 to 42Mar 2, 2023 to Feb 15, 2024
- Discretionary RAUM · $148M to $183MMar 2, 2023 to Feb 15, 2024
- HNW RAUM · $145M to $176MMar 2, 2023 to Feb 15, 2024
- Individual RAUM · $8.0M to $8.8MMar 2, 2023 to Feb 15, 2024
- Non-discretionary RAUM · $5.0M to $2.4MMar 2, 2023 to Feb 15, 2024
- RAUM · $153M to $185MMar 2, 2023 to Feb 15, 2024
Signals
2 dated events
- T••••• M•••••• T•••• left R••••••• V•••• M••••••••• L••• for C•••••••• I••••••••• R••••••• A•••••••• I••• (registered 2025-11-10)Nov 3, 2025 · Advisor changed firm · fact
- R••••••• V•••• M••••••••• L••• filed its initial SEC registration (Form ADV)Oct 31, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@robinsonvalue.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 210-490-2545reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- R•••••••V••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 210-490-2545reportedpublic record, Form ADV, Feb 23, 2026
- Team page
- robinsonvalue.com/teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $101Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026