{
  "crd_number": 110156,
  "slug": "robinson-value-management-ltd-san-antonio-tx-110156",
  "primary_business_name": "ROBINSON VALUE MANAGEMENT, LTD.",
  "legal_name": "ROBINSON VALUE MANAGEMENT, LTD.",
  "dbas": [],
  "city": "San Antonio",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "41700",
  "metro": {
    "cbsa_code": "41700",
    "common_name": "San Antonio",
    "msa_name": "San Antonio-New Braunfels, TX",
    "path": "/advisors/tx/san-antonio"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-11-20",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-02-23",
  "carried_forward": false,
  "raum_total": 202292946.0,
  "raum_discretionary": 202292946.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 10436959.0,
      "count": 12
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 191855987.0,
      "count": 44
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://robinsonvalue.com",
    "https://skepticalinvestor.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110156",
  "city_as_filed": "SAN ANTONIO",
  "url": "https://advisorcensus.com/firm/robinson-value-management-ltd-san-antonio-tx-110156",
  "display_name": "Robinson Value Management, Ltd.",
  "summary": "Robinson Value Management, Ltd. is an SEC-registered investment advisory firm in San Antonio, TX, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.",
  "citation": "AdvisorCensus. Robinson Value Management, Ltd. (CRD 110156): 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": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Robinson Value Management, Ltd. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Robinson Value Management, Ltd. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Robinson Value Management, Ltd. located?",
      "a": "Robinson Value Management, Ltd.'s principal office is in San Antonio, TX, according to its Form ADV."
    },
    {
      "q": "Is Robinson Value Management, Ltd. registered with the SEC or a state?",
      "a": "Robinson Value Management, Ltd. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 110156."
    },
    {
      "q": "How much does Robinson Value Management, Ltd. manage?",
      "a": "Robinson Value Management, Ltd. reports $202,292,946 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Robinson Value Management, Ltd.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Robinson Value Management, Ltd.: Regulatory assets under management: $136,610,637 in the October 2021 data and $202,292,946 in the October 2026 data, up 48%. Total employees: 5 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Robinson Value Management, Ltd. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (44); individuals (other than high net worth individuals) (12)."
    },
    {
      "q": "Which custodians does Robinson Value Management, Ltd. use?",
      "a": "Robinson Value Management, Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Robinson Value Management, Ltd. 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/110156"
    },
    {
      "q": "Does Robinson Value Management, Ltd. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 23, 2026 says: \"New relationships are typically subject to a two-million-dollar ($2,000,000) minimum market value at inception.\" \"New relationships are typically subject to a two-million-dollar ($2,000,000) minimum market value across related accounts at inception. Adviser, in its sole discretion, may charge a lesser investment advisory fee based upon certain criteria.\""
    },
    {
      "q": "What changed in Robinson Value Management, Ltd.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 3 to 2. Regulatory assets under management went from $170,326,550 to $202,292,946 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 136610637.0,
      "total_employees": 5,
      "filing_date": "2021-03-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 161057664.0,
      "total_employees": 5,
      "filing_date": "2022-03-04"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 152666568.0,
      "total_employees": 4,
      "filing_date": "2023-03-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 173305505.0,
      "total_employees": 4,
      "filing_date": "2024-09-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 170326550.0,
      "total_employees": 3,
      "filing_date": "2025-02-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 202292946.0,
      "total_employees": 2,
      "filing_date": "2026-02-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 2.",
        "Regulatory assets under management went from $170,326,550 to $202,292,946 (+19%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 23, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$2,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $2,000,000"
        ],
        "quotes": [
          "New relationships are typically subject to a two-million-dollar ($2,000,000) minimum market value at inception.",
          "New relationships are typically subject to a two-million-dollar ($2,000,000) minimum market value across related accounts at inception. Adviser, in its sole discretion, may charge a lesser investment advisory fee based upon certain criteria."
        ]
      }
    ],
    "quotes": [
      "New relationships are typically subject to a two-million-dollar ($2,000,000) minimum market value at inception.",
      "New relationships are typically subject to a two-million-dollar ($2,000,000) minimum market value across related accounts at inception. Adviser, in its sole discretion, may charge a lesser investment advisory fee based upon certain criteria."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Pershing Advisor Solutions LLC",
      "name_as_filed": "PERSHING ADVISOR SOLUTIONS 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/robinson-value-management-ltd-san-antonio-tx-110156.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 10436959.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 44,
      "fewer_than_5": false,
      "raum": 191855987.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/110156",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}