SourcingSourcing

ROBINSON INVESTMENT GROUP INC

B55
CRD 107454·SEC 801-51450
AUM
$19.6M
<$25M
Est. Revenue
$196K
@ 1% on AUM
Est. EBITDA
$59K
@ 30% margin
Est. Deal Value
$471K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ROBINSON INVESTMENT GROUP INC
CRD
107454
SEC file #
801-51450
EIN
—
DBA names
—

Economics

AUM
$19.6M
AUM band
<$25M
AUM trajectory
'20'26
$89.2M → $19.6M▼ -78%
Client mix
Individuals Other58

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
4 advisors → 1 advisors▼ -75%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/22/2024
ADV-W filed at
—
Website
robinsoninvestment.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROBINSON, RUSSELL, LOUIS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
ROBINSON, RUSSELL, LOUIS
LODEN, JAMES, CARLTON
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ROBINSONINVESTMENT.COM
Rdap Domain Creation Date
2026-01-13T19:38:47Z
Rdap Firm Age Years
0
Rdap Firm Age Band
<5y
Rdap Registrar
Unstoppable Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fee Schedule
Bracket I90
Bracket Iii5
Bracket Xi5
Bracket Ii0
Bracket Iv0
Firm Has Custody
No
Rdap Domain Expiration Date
2027-01-13T19:38:47Z
Rdap Domain Last Changed
2026-05-15T19:09:49Z
Rdap Nameservers
Ns1.afternic.comNs2.afternic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
2108346
Trust Company Affiliate
No

People (3)

3
RUSSELL LOUIS ROBINSON
Direct Owner · 62.5%
2108346
LODEN, JAMES, CARLTON
Direct Owner · 7.5%
4519708
ROBERTS, ANN, LODEN
Direct Owner · 7.5%
2195221