← Tributary

ROBERT CHARLES CAPITAL MANAGEMENT

· CRD 283124 · IAPD ↗ · 616-293-6292

$110.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — ROBERT CHARLES CAPITAL MANAGEMENT (GRAND RAPIDS, MI) is newly SEC-registered with $110.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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