# Lee R. Robinson & Associates

> Lee R. Robinson & Associates is a state-registered investment advisory firm in Stockton, CA, registered since 1987, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 136458
- Filed as: LEE R. ROBINSON & ASSOCIATES
- Legal name: Robinson, Lee Robert
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Stockton, CA
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136458
- AdvisorCensus page: https://advisorcensus.com/firm/lee-r-robinson-and-associates-stockton-ca-136458

## Quick answers

**How is Lee R. Robinson & Associates compensated?**
On its Form ADV (Item 5.E, October 2026), Lee R. Robinson & Associates reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lee R. Robinson & Associates located?**
Lee R. Robinson & Associates' principal office is in Stockton, CA, according to its Form ADV.

**Is Lee R. Robinson & Associates registered with the SEC or a state?**
Lee R. Robinson & Associates is a state-registered investment advisory firm, registered since 1987. Status as filed: APPROVED. CRD 136458.

**How much does Lee R. Robinson & Associates manage?**
Lee R. Robinson & Associates reports $3,900,000 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (0% discretionary).

**What types of clients does Lee R. Robinson & Associates serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21).

**Does Lee R. Robinson & Associates report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/136458

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,900,000
- Discretionary: $0
- Non-discretionary: $3,900,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $3,900,000 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1987 (38 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @lee-robinson-002868117

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lee R. Robinson & Associates (CRD 136458): Form ADV filing data as of October 2026.