# Robertson Advisory, Inc.

> Robertson Advisory, Inc. is a state-registered investment advisory firm in Deland, FL, registered since 1993, with no regulatory assets under management reported in its Form ADV filing dated January 6, 2026.

- CRD: 131285
- Filed as: ROBERTSON ADVISORY, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Deland, FL
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/131285
- AdvisorCensus page: https://advisorcensus.com/firm/robertson-advisory-inc-deland-fl-131285

## Quick answers

**How is Robertson Advisory, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Robertson Advisory, Inc. reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Robertson Advisory, Inc. located?**
Robertson Advisory, Inc.'s principal office is in Deland, FL, according to its Form ADV.

**Is Robertson Advisory, Inc. registered with the SEC or a state?**
Robertson Advisory, Inc. is a state-registered investment advisory firm, registered since 1993. Status as filed: APPROVED. CRD 131285.

**What types of clients does Robertson Advisory, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5).

**Does Robertson Advisory, Inc. report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/131285

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 1993 (33 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/131285

### Websites listed on Form ADV (Item 1.I)
- robertsonadvisory.com
- Facebook @ROBERTSONADVISORY

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Robertson Advisory, Inc. (CRD 131285): Form ADV filing data as of October 2026.