# Robert Charles Capital Management

> 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.

- CRD: 283124
- Filed as: ROBERT CHARLES CAPITAL MANAGEMENT
- Legal name: Crystal View Capital, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283124
- AdvisorCensus page: https://advisorcensus.com/firm/robert-charles-capital-management-grand-rapids-mi-283124

## Quick answers

**How 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.

**How much does Robert Charles Capital Management charge?**
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; Hourly rate: $395 to $495 an hour (Financial Advice/Consulting). 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated June 25, 2026)

- 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

> 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

> We have no minimum requirements for clients to open or maintain accounts.

- Hourly rate: $395 to $495 an hour (Financial Advice/Consulting)

> Our Financial Advice/Consulting fees are calculated and charged on an hourly basis, ranging from $395 to $495 per hour.

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: $110,324,702
- Discretionary: $110,324,702
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $2,712,476 |
| High net worth individuals | 28 | $102,353,687 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $353,792 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $4,904,747 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Robert Charles Capital Management (CRD 283124): Form ADV filing data as of October 2026.