SAN ANTONIO, TXCRD 110156Latest ADV February 23, 2026
Robinson Value Management, Ltd. is an SEC registered investment adviser organized as a limited partnership with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated February 23, 2026, reports $202M in regulatory assets under management, 2 employees, and 115 accounts.
Assets Under Management
$202M
Employees
2
Offices
--
Total Clients
56
Primary office
SAN ANTONIO, TX
120 EAST BASSE ROAD, #102, SAN ANTONIO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.6% of total clients.
Top client categories% of clientsClients
1
HNWI
78.6%
44
2
Individuals
21.4%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$202Mas of February 23, 2026
Discretionary100.0%
$202M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$202M
Total Accounts115
10Y AUM Change+$68M (+50.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee28:1
10Y Employee Change-2 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.