# Robinson Value Management, Ltd.

> 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.

- CRD: 110156
- Filed as: ROBINSON VALUE MANAGEMENT, LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110156
- AdvisorCensus page: https://advisorcensus.com/firm/robinson-value-management-ltd-san-antonio-tx-110156

## Quick answers

**How is Robinson Value Management, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Robinson Value Management, Ltd. reports these compensation arrangements: a percentage of assets under its management.

**Where is Robinson Value Management, Ltd. located?**
Robinson Value Management, Ltd.'s principal office is in San Antonio, TX, according to its Form ADV.

**Is Robinson Value Management, Ltd. registered with the SEC or a state?**
Robinson Value Management, Ltd. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 110156.

**How much does Robinson Value Management, Ltd. manage?**
Robinson Value Management, Ltd. reports $202,292,946 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).

**How have Robinson Value Management, Ltd.'s assets and staff changed since 2021?**
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.

**What types of clients does Robinson Value Management, Ltd. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (44); individuals (other than high net worth individuals) (12).

**Which custodians does Robinson Value Management, Ltd. use?**
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.

**Does Robinson Value Management, Ltd. 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/110156

**Does Robinson Value Management, Ltd. state an account minimum?**
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."

**What changed in Robinson Value Management, Ltd.'s recent Form ADV filings?**
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%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 23, 2026)

- Account minimum: $2,000,000

> 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.

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.
- Pershing Advisor Solutions 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: $202,292,946
- Discretionary: $202,292,946
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $10,436,959 |
| High net worth individuals | 44 | $191,855,987 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2014 (11 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $136,610,637 | 5 | March 11, 2021 |
| October 2022 | $161,057,664 | 5 | March 4, 2022 |
| October 2023 | $152,666,568 | 4 | March 2, 2023 |
| October 2024 | $173,305,505 | 4 | September 4, 2024 |
| October 2025 | $170,326,550 | 3 | February 3, 2025 |
| October 2026 | $202,292,946 | 2 | February 23, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $170,326,550 to $202,292,946 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Robinson Value Management, Ltd. (CRD 110156): Form ADV filing data as of October 2026.