AdvisorCensus / Financial advisors / Michigan / Grand Rapids / Robert Charles Capital Management
Robert Charles Capital Management
Filed as ROBERT CHARLES CAPITAL MANAGEMENT · Legal name Crystal View Capital, LLC
Robert Charles Capital Management is an SEC-registered investment advisory firm in Grand Rapids, MI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.
Quick answers
From the filingHow is Robert Charles Capital Management compensated?
On its Form ADV (Item 5.E, October 2026), Robert Charles Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.
What does Robert Charles Capital Management's brochure say about its fees?
Its Form ADV Part 2A brochure dated June 25, 2026 states: Up to $2,000,000: 0.9% a year; $2,000,000 to $10,000,000: 0.7% a year; Above $10,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Robert Charles Capital Management located?
Robert Charles Capital Management's principal office is in Grand Rapids, MI, according to its Form ADV.
Is Robert Charles Capital Management registered with the SEC or a state?
Robert Charles Capital Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 283124.
How much does Robert Charles Capital Management manage?
Robert Charles Capital Management reports $110,324,702 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary).
What types of clients does Robert Charles Capital Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (28); individuals (other than high net worth individuals) (14); pooled investment vehicles (other than investment companies and business development companies) (1).
Which custodians does Robert Charles Capital Management use?
Robert Charles Capital Management'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 Robert Charles Capital Management 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/283124
Does Robert Charles Capital Management state an account minimum?
Its Form ADV Part 2A brochure dated June 25, 2026 says: "We have no minimum requirements for clients to open or maintain accounts."
What changed in Robert Charles Capital Management's recent Form ADV filings?
In the September 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 0.9% |
| $2,000,000 to $10,000,000 | 0.7% |
| Above $10,000,000 | See the brochure |
The brochure's wording
The annualized fee for Investment Supervisory Services are charged as a percentage of assets under management, according to the following schedule: Assets Under Management Annual Fee (%) First $2 million .90% Next $8 million .70%
Account minimum: None
The brochure's wording
We have no minimum requirements for clients to open or maintain accounts.
As stated in the firm's Form ADV Part 2A brochure dated June 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$110,324,702 as of October 2026, filing dated August 6, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Crystal View Capital, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- September 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Robert Charles Capital Management (CRD 283124): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/robert-charles-capital-management-grand-rapids-mi-283124