# Robbins Farley LLC

> Robbins Farley LLC is an SEC-registered investment advisory firm in Bedford, NH, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 22, 2026.

- CRD: 286581
- Filed as: ROBBINS FARLEY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bedford, NH
- Filing period: October 2026
- Form ADV filing dated: March 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286581
- AdvisorCensus page: https://advisorcensus.com/firm/robbins-farley-llc-bedford-nh-286581

## Quick answers

**How is Robbins Farley LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Robbins Farley LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Robbins Farley LLC charge?**
Its Form ADV Part 2A brochure dated March 21, 2026 states: Hourly rate: $200 to $500 an hour (financial planning services); Flat fee: $2,000 to $10,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Robbins Farley LLC located?**
Robbins Farley LLC's principal office is in Bedford, NH, according to its Form ADV.

**Is Robbins Farley LLC registered with the SEC or a state?**
Robbins Farley LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 286581.

**How much does Robbins Farley LLC manage?**
Robbins Farley LLC reports $252,865,278 in regulatory assets under management in its Form ADV filing dated March 22, 2026 (100% discretionary).

**How have Robbins Farley LLC's assets and staff changed since 2021?**
In the Form ADV data for Robbins Farley LLC: Regulatory assets under management: $140,730,430 in the October 2021 data and $252,865,278 in the October 2026 data, up 80%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Robbins Farley LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (172); high net worth individuals (91).

**Which custodians does Robbins Farley LLC use?**
Robbins Farley LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Robbins Farley LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286581

**What changed in Robbins Farley LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $225,082,765 to $252,865,278 (+12%). Registered or notice-filed in ME.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 21, 2026)

- Hourly rate: $200 to $500 an hour (financial planning services)

> Clients engaging the Firm for financial planning services may do so on an hourly or fixed fee basis. The hourly rate ranges from $200 to $500 per hour.

- Flat fee: $2,000 to $10,000 (financial planning services)

> Fixed fees range from $2,000 to $10,000 per plan.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $252,865,278
- Discretionary: $252,734,221
- Non-discretionary: $131,057

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 172 | $47,741,805 |
| High net worth individuals | 91 | $200,597,914 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,525,559 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, ME, NH, RI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- robbinsfarley.com
- Facebook @robbinsfarley
- LinkedIn @11110203
- LinkedIn @colleenfarley
- LinkedIn @davidblanzillo

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $140,730,430 | 6 | March 7, 2021 |
| October 2022 | $196,063,476 | 5 | September 30, 2022 |
| October 2023 | $136,613,715 | 5 | March 22, 2023 |
| October 2024 | $186,365,915 | 6 | May 1, 2024 |
| October 2025 | $225,082,765 | 5 | July 22, 2025 |
| October 2026 | $252,865,278 | 5 | March 22, 2026 |

Regulatory assets under management: $140,730,430 in the October 2021 data and $252,865,278 in the October 2026 data, up 80%.
Total employees: 6 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $225,082,765 to $252,865,278 (+12%).
- Registered or notice-filed in ME.

### January 2026
- No longer registered or notice-filed in MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Robbins Farley LLC (CRD 286581): Form ADV filing data as of October 2026.