# Robinson Smith Wealth Advisors, LLC

> Robinson Smith Wealth Advisors, LLC is an SEC-registered investment advisory firm in South Portland, ME, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 123098
- Filed as: ROBINSON SMITH WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: South Portland, ME
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/123098
- AdvisorCensus page: https://advisorcensus.com/firm/robinson-smith-wealth-advisors-llc-south-portland-me-123098

## Quick answers

**How is Robinson Smith Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Robinson Smith Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Robinson Smith Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated August 17, 2026 states: Flat fee: $7,500 to $50,000 a year (financial planning and consulting services for clients if the client…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Robinson Smith Wealth Advisors, LLC located?**
Robinson Smith Wealth Advisors, LLC's principal office is in South Portland, ME, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Robinson Smith Wealth Advisors, LLC registered with the SEC or a state?**
Robinson Smith Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 123098.

**How much does Robinson Smith Wealth Advisors, LLC manage?**
Robinson Smith Wealth Advisors, LLC reports $444,890,879 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (98% discretionary).

**How have Robinson Smith Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Robinson Smith Wealth Advisors, LLC: Regulatory assets under management: $344,772,724 in the October 2021 data and $444,890,879 in the October 2026 data, up 29%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Robinson Smith Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (141); individuals (other than high net worth individuals) (87); charitable organizations (2).

**Which custodians does Robinson Smith Wealth Advisors, LLC use?**
Robinson Smith Wealth Advisors, LLC'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 Robinson Smith Wealth Advisors, LLC 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/123098

**Does Robinson Smith Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 17, 2026 says: "Most of RSWA’s clients invest a minimum of $1,000,000, however, RSWA reserves the right to accept clients with less manageable assets."

**What changed in Robinson Smith Wealth Advisors, LLC's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 17, 2026)

- Account minimum: $1,000,000

> Most of RSWA’s clients invest a minimum of $1,000,000, however, RSWA reserves the right to accept clients with less manageable assets.

- Minimum annual fee: $7,500

> RSWA maintains a minimum annual fee of $7,500.

- Flat fee: $7,500 to $50,000 a year (financial planning and consulting services for clients if the client…)

> These fees are negotiable, but generally range from $ 7,500 to $50,000 on an annual fixed fee basis, depending on the level and scope of the service(s) required

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: $444,890,879
- Discretionary: $437,771,259
- Non-discretionary: $7,119,620

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 87 | $41,083,465 |
| High net worth individuals | 141 | $400,159,370 |
| 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) | 1 | $1,922,808 |
| Charitable organizations | 2 | $1,407,357 |
| 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 | 1 | $317,879 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (22 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, FL, MA, ME, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Portsmouth, NH

### Websites listed on Form ADV (Item 1.I)
- [robinsonsmithwealth.com](https://robinsonsmithwealth.com)
- LinkedIn @robinson-smith-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $344,772,724 | 6 | March 22, 2021 |
| October 2022 | $392,180,792 | 8 | July 29, 2022 |
| October 2023 | $288,544,299 | 7 | September 8, 2023 |
| October 2024 | $334,336,216 | 7 | September 27, 2024 |
| October 2025 | $403,188,096 | 8 | March 10, 2025 |
| October 2026 | $444,890,879 | 8 | August 17, 2026 |

Regulatory assets under management: $344,772,724 in the October 2021 data and $444,890,879 in the October 2026 data, up 29%.
Total employees: 6 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Regulatory assets under management went from $403,188,096 to $444,890,879 (+10%).
- Registered or notice-filed in AK, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Robinson Smith Wealth Advisors, LLC (CRD 123098): Form ADV filing data as of October 2026.