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RCM ROBINSON CAPITAL MANAGEMENT LLC

SACRAMENTO, CA · CRD 112814 · IAPD ↗ · robinsoncapital.com · 415-771-9421

$61.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — RCM ROBINSON CAPITAL MANAGEMENT LLC reported RAUM down 43% ($108.3M -> $61.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2026 — RCM ROBINSON CAPITAL MANAGEMENT LLC moved its main office from MILL VALLEY, CA to SACRAMENTO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
42
March 2024 — RCM ROBINSON CAPITAL MANAGEMENT LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
February 2024 — RCM ROBINSON CAPITAL MANAGEMENT LLC reported RAUM up 29% ($103.1M -> $132.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.