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| Robinson Smith Wealth Advisors LLC
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|---|---|
| CRD # | 123098 |
| SEC # | 801-63290 |
| CIK # | 0002008554 |
| AUM | $334.3 MM (2024-02-09) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 207-874-9840 |
| Address | 2 Monument Square Portland, ME 04101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| JNJ | 465,600.2 | 6.1 | |
| AAPL | 2,382,844.0 | 4.2 | |
| MSFT | 1,918,222.4 | 1.9 | |
| AMZN | 1,092,997.8 | 1.6 | |
| LLY | 301,789.7 | 1.1 | |
| GOOGL | 1,475,138.5 | 1.1 | |
| TJX | 67,345.6 | 1.0 | |
| MA | 309,583.1 | 0.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 41.6 |
| (b) Individuals (high net worth individuals) | 110 | 291.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (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 | 1 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 790 | 334.3 |
| By Discretionary | ||
| Discretionary | 752 | 313.4 |
| Non-Discretionary | 38 | 20.9 |
| Total | 790 | 334.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 334.3 | |
| Total | 790 | 334.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002008554] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kensho Capital LLC
✚
|
0.3 | |
|
Old North State Wealth Management LLC
✚
|
NC | 0.3 |
|
MBM Wealth Consultants LLC
✚
|
MO | 0.3 |
|
SARD Wealth Management Group LLC
✚
|
GA | 0.3 |
|
Blue Water Asset Management LLC
✚
|
MI | 0.3 |
|
Fidato Wealth LLC
✚
|
OH | 0.3 |
|
Exeter Financial LLC
✚
|
AZ | 0.3 |
|
Mystic Asset Management Inc
✚
|
RI | 0.3 |
|
Quad-Cities Investment Group LLC
✚
|
IA | 0.3 |
|
KKM Financial LLC
✚
|
IL | 0.3 |