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| Keyboard |
| Robertson Investment Management
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|---|---|
| CRD # | 115425 |
| SEC # | 801-120446 |
| CIK # | |
| AUM | 534.1 M (2026-03-31) |
| Employees | 8 (100% Investors, 75% Brokers) |
| Fees | |
| Minimum | |
| Phone | 713-622-4077 |
| Address | 919 Milam St Houston, TX 77002 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2026) [Brochure] |
|---|
Item 7: Types of Clients
Robertson Wealth provides advisory services to the following types of clients:
• Individuals (including high net worth individuals) and Families
• Banks and Thrift Institutions
• Pensions and Profit-Sharing Plans
• Trusts, Estates, and Charitable Organizations
• Corporations and Other Businesses Not Listed Above Minimum Account Size: $250,000 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 306 | 54.1 |
| (b) Individuals (high net worth individuals) | 767 | 175.0 |
| (c) Banking or thrift institutions | 2 | 24.5 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 17.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 779 | 273.1 |
| By Discretionary | ||
| Discretionary | 779 | 273.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 779 | 273.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.1 | |
| Total | 779 | 273.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Retail |
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|---|---|---|
|
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|
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|
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|
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