SourcingSourcing

RCM ROBINSON CAPITAL MANAGEMENT LLC

A81
CRD 112814·SEC 801-67374·SACRAMENTO, CA
AUM
$61.8M
$25M-$100M
Est. Revenue
$618K
@ 1% on AUM
Est. EBITDA
$185K
@ 30% margin
Est. Deal Value
$1.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RCM ROBINSON CAPITAL MANAGEMENT LLC
CRD
112814
SEC file #
801-67374
EIN
—
DBA names
—

Economics

AUM
$61.8M
AUM band
$25M-$100M
AUM trajectory
'20'26
$119.5M → $61.8M▼ -48%
Client mix
Individuals High Net Worth6
State Or Municipal Govt3

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
SACRAMENTO CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
robinsoncapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROBINSON, DOUGLAS, CROSBY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ROBINSON, DOUGLAS, CROSBY
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Website Staleness Score
0.109
Web Signal Quality
ok
Wayback Last Material Change
2026-03-09T08:31:22.000Z
Wayback Snapshot Count
164
Wayback Snapshots Last 12mo
15
Wayback First Snapshot
2000-05-10T07:42:23.000Z
Wayback Last Snapshot
2026-03-09T08:31:22.000Z
Rdap Domain
ROBINSONCAPITAL.COM
Rdap Domain Creation Date
1996-05-28T04:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3073
Soi Zip Pct 200k Plus
0.1151
Soi Zip Returns 200k Plus
1,180
Soi Zip Total AGI
1,133,019
Fdic Zip Total Deposits
35,992,797,000
Fdic Zip Branch Count
159
Fdic Zip Top Banks
Citibank, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (28)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
U.s. Bank1
Fdic Zip Branches Raw
U.S. Bank of CaliforniaSacramento, CA
San Francisco Federal Savings and Loan AssociationSacramento, CA
Fdic Zip HHI
4287.06
Fdic Zip Top Bank Share Pct
62.33
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-05-27T04:00:00Z
Rdap Domain Last Changed
2026-03-28T06:39:33Z
Rdap Nameservers
Ns1.inmotionhosting.comNs2.inmotionhosting.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI22,169
Returns1,680
Stub 2
AGI80,521
Returns2,130
Stub 3
AGI123,537
Returns2,000
Soi Zip Total Business Income
37,306
Soi Zip Total Cap Gains
47,755
Soi Zip Total Dividends
21,666
Soi Zip Total Returns
10,250
Top Owner CRD
1173495
Trust Company Affiliate
No
Wayback Avg Days Between Changes
89.8
Wayback Closest Snapshot Ts
2026-03-09T08:31:22.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20260309083122/https://robinsoncapital.com/
Wayback Distinct Digest Count
106

People (1)

1
ROBINSON, DOUGLAS, CROSBY
IAR · Direct Owner · 87.5%
1173495