# Robinswood Financial

> Robinswood Financial is an SEC-registered investment advisory firm in Kirkland, WA, registered since 2007, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.

- CRD: 143417
- Filed as: ROBINSWOOD FINANCIAL
- Legal name: Robinswood Financial LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kirkland, WA
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143417
- AdvisorCensus page: https://advisorcensus.com/firm/robinswood-financial-kirkland-wa-143417

## Quick answers

**How is Robinswood Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Robinswood Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Robinswood Financial located?**
Robinswood Financial's principal office is in Kirkland, WA, according to its Form ADV.

**Is Robinswood Financial registered with the SEC or a state?**
Robinswood Financial is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143417.

**How much does Robinswood Financial manage?**
Robinswood Financial reports $453,158,513 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary).

**How have Robinswood Financial's assets and staff changed since 2021?**
In the Form ADV data for Robinswood Financial: Regulatory assets under management: $336,880,481 in the October 2021 data and $453,158,513 in the October 2026 data, up 35%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Robinswood Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (360); high net worth individuals (128).

**Which custodians does Robinswood Financial use?**
Robinswood Financial'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 Robinswood Financial 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/143417

**What changed in Robinswood Financial's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $366,580,000 to $433,341,839 (+18%). 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
- Hourly charges
- Fixed fees (other than subscription fees)

### 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: $453,158,513
- Discretionary: $453,158,469
- Non-discretionary: $44

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 360 | $113,743,483 |
| High net worth individuals | 128 | $324,271,708 |
| Charitable organizations | Fewer than 5 | $7,397,579 |
| Corporations or other businesses not listed above | Fewer than 5 | $7,745,743 |

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $336,880,481 | 5 | January 4, 2021 |
| October 2022 | $412,610,088 | 4 | April 4, 2022 |
| October 2023 | $305,654,716 | 5 | April 4, 2023 |
| October 2024 | $321,000,000 | 5 | April 3, 2024 |
| October 2025 | $366,580,000 | 5 | March 31, 2025 |
| October 2026 | $453,158,513 | 6 | July 28, 2026 |

Regulatory assets under management: $336,880,481 in the October 2021 data and $453,158,513 in the October 2026 data, up 35%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $366,580,000 to $433,341,839 (+18%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Robinswood Financial (CRD 143417): Form ADV filing data as of October 2026.