{
  "crd_number": 115425,
  "slug": "robertson-investment-management-houston-tx-115425",
  "primary_business_name": "ROBERTSON INVESTMENT MANAGEMENT",
  "legal_name": "ROBERTSON INVESTMENT MANAGEMENT",
  "dbas": [],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-04-02",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 534120550.0,
  "raum_discretionary": 343053474.0,
  "raum_non_discretionary": 191067076.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 20,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 1750000.0,
      "count": 2
    },
    "individuals": {
      "raum": 295095550.0,
      "count": 371
    },
    "banking_thrift": {
      "raum": 24500000.0,
      "count": 2
    },
    "other_investment_advisers": {
      "raum": 17775000.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 195000000.0,
      "count": 767
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "LA",
    "NY",
    "TX"
  ],
  "websites": [
    "https://robertsonwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115425",
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/robertson-investment-management-houston-tx-115425",
  "display_name": "Robertson Investment Management",
  "summary": "Robertson Investment Management is an SEC-registered investment advisory firm in Houston, TX, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Robertson Investment Management (CRD 115425): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Robertson Investment Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Robertson Investment Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Robertson Investment Management located?",
      "a": "Robertson Investment Management's principal office is in Houston, TX, according to its Form ADV."
    },
    {
      "q": "Is Robertson Investment Management registered with the SEC or a state?",
      "a": "Robertson Investment Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 115425."
    },
    {
      "q": "How much does Robertson Investment Management manage?",
      "a": "Robertson Investment Management reports $534,120,550 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (64% discretionary)."
    },
    {
      "q": "How have Robertson Investment Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Robertson Investment Management: Regulatory assets under management: $128,765,638 in the October 2021 data and $534,120,550 in the October 2026 data, up 315%. Total employees: 11 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Robertson Investment Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (767); individuals (other than high net worth individuals) (371); banking or thrift institutions (2)."
    },
    {
      "q": "Which custodians does Robertson Investment Management use?",
      "a": "Robertson Investment Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Robertson Investment Management report any disciplinary disclosures?",
      "a": "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/115425"
    },
    {
      "q": "What changed in Robertson Investment Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 8 to 10. Regulatory assets under management went from $273,053,474 to $534,120,550 (+96%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 128765638.0,
      "total_employees": 11,
      "filing_date": "2021-05-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 163351176.0,
      "total_employees": 16,
      "filing_date": "2022-05-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 312057695.0,
      "total_employees": 16,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 434418252.0,
      "total_employees": 16,
      "filing_date": "2024-03-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 273053474.0,
      "total_employees": 8,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 534120550.0,
      "total_employees": 20,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 10.",
        "Regulatory assets under management went from $273,053,474 to $534,120,550 (+96%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/robertson-investment-management-houston-tx-115425.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 371,
      "fewer_than_5": false,
      "raum": 295095550.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 767,
      "fewer_than_5": false,
      "raum": 195000000.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 2,
      "fewer_than_5": false,
      "raum": 24500000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 1750000.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": false,
      "raum": 17775000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115425",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}