# Robertson Investment Management

> 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.

- CRD: 115425
- Filed as: ROBERTSON INVESTMENT MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115425
- AdvisorCensus page: https://advisorcensus.com/firm/robertson-investment-management-houston-tx-115425

## Quick answers

**How is Robertson Investment Management compensated?**
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.

**Where is Robertson Investment Management located?**
Robertson Investment Management's principal office is in Houston, TX, according to its Form ADV.

**Is Robertson Investment Management registered with the SEC or a state?**
Robertson Investment Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 115425.

**How much does Robertson Investment Management manage?**
Robertson Investment Management reports $534,120,550 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (64% discretionary).

**How have Robertson Investment Management's assets and staff changed since 2021?**
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.

**What types of clients does Robertson Investment Management serve?**
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).

**Which custodians does Robertson Investment Management use?**
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.

**Does Robertson Investment 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/115425

**What changed in Robertson Investment Management's recent Form ADV filings?**
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%).

## From the Form ADV filing

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

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

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: $534,120,550
- Discretionary: $343,053,474
- Non-discretionary: $191,067,076

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 371 | $295,095,550 |
| High net worth individuals | 767 | $195,000,000 |
| Banking or thrift institutions | 2 | $24,500,000 |
| Charitable organizations | 2 | $1,750,000 |
| Other investment advisers | 1 | $17,775,000 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 20 total, 10 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, LA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- robertsonwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $128,765,638 | 11 | May 12, 2021 |
| October 2022 | $163,351,176 | 16 | May 6, 2022 |
| October 2023 | $312,057,695 | 16 | March 28, 2023 |
| October 2024 | $434,418,252 | 16 | March 31, 2024 |
| October 2025 | $273,053,474 | 8 | March 31, 2025 |
| October 2026 | $534,120,550 | 20 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 10.
- Regulatory assets under management went from $273,053,474 to $534,120,550 (+96%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Robertson Investment Management (CRD 115425): Form ADV filing data as of October 2026.