Robinson Capital Management

What Robinson Capital Management does

Robinson Capital Management (RCM) is a privately held, SEC Registered Investment Advisor founded in 1982 by Douglas C. Robinson. The firm specializes in fixed income investment management and institutional advisory services, with a primary client base of California local government agencies, municipalities, healthcare benefit funds (OPEB), supplemental pension trusts, non-profit organizations, foundations, and high net worth families and individuals. Recommended minimum institutional fixed income accounts are $10 million. The firm holds a B.S. in Economics-credentialed founder as its sole identified principal, supported by 1-10 total employees.

The firm's core offerings include Fixed Income Investment Management for general fund and bond proceeds assets, Investment Management of Healthcare Benefit Funds with GASB 75 compliance solutions, OPEB obligation bond strategies, and seven model portfolios spanning Aggressive Growth to Capital Preservation. It also operates RR Online (Robinson Report Online), a content platform providing real-time bond market rates, new issues, LAIF rates, and historical yield curve data archived monthly back to 1998. Underlying technology is limited to Bloomberg Professional for rates and market information, with no proprietary platform or AI/ML capability disclosed.

RCM makes money through recurring fee-based investment advisory services billed annually, with securities offered through Osaic Wealth, Inc. (formerly Securities America, Inc.) as broker/dealer and Pershing LLC providing custodial and clearing services. Go-to-market relies on direct advisory relationships, founder-led speaking engagements at CMTA, CSMFO, California Special Districts Association, and League of California Cities forums, and website-based market information distribution. The firm markets exclusively within the United States, with operations concentrated in California.

Name

Robinson Capital Management

Legal name

RCM Robinson Capital Management LLC

Website

https://robinsoncapital.com

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

1–10 employees

Short description

Robinson Capital Management is an SEC Registered Investment Advisor founded in 1982 that provides fixed income investment management, OPEB/GASB 75 solutions, and model portfolios to California local government agencies, non-profits, foundations, and high net worth families.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Fixed income management
• Investment advisory
• Municipal treasury management
• OPEB solutions
• Model portfolios

Headquarters

HQ city

Mill Valley

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services offered to institutional clients including local government agencies and high net worth individuals for portfolio management and investment consulting.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

Robinson Capital Management provides customized fixed income investment management and asset allocation services for local government agencies, municipalities, healthcare benefit fund clients, foundations, and high net worth individuals. The firm offers GASB 75 OPEB mitigation strategies, seven model portfolios spanning risk profiles from Aggressive Growth to Capital Preservation, and the RR Online platform for real-time bond market rates, new issues, and historical yield curve data. Advisory services are delivered as an SEC Registered Investment Advisor, with securities offered through Osaic Wealth, Inc.

Product overview

Robinson Capital Management (RCM) operates as a traditional investment advisory firm offering a suite of institutional investment management services. The core offerings consist of Fixed Income Investment Management for local government agencies, Investment Management of Healthcare Benefit Funds with GASB 75 compliance solutions, and seven Model Portfolios ranging from Aggressive Growth to Capital Preservation. The RR Online platform provides real-time rates, new issues, and historical yield curve data. These services are delivered through securities offered via Osaic Wealth, Inc. and advisory services through RCM Robinson Capital Management LLC.

Differentiator

Problem solved

Functional benefit

Products and services

• Fixed Income Investment Management Customized fixed income investment management services for local government agencies managing general fund and bond proceeds assets, including analytical tools, market analysis, and customized monthly and quarterly reporting.
• Investment Management of Healthcare Benefit Funds Financial asset management for post-employment healthcare expenses with customized asset allocation strategies and actuarial-based risk/return analysis, delivered in coordination with Genesis Benefits.
• GASB 75 OPEB Solutions Strategies for managing Other Post-Employment Benefits (OPEB) liabilities, including defined benefit and defined contribution plan management, OPEB obligation bonds, and risk mitigation techniques aligned with GASB 75 reporting requirements.
• Model Portfolios Seven model portfolio strategies spanning risk profiles from Aggressive to Capital Preservation: Aggressive Growth, Growth, Balanced Growth, Balanced, Balanced Income, Capital Preservation, and Fixed Income.
• RR Online (Robinson Report Online) Online platform providing real-time bond market rates, new issues, yield curve history dating back to 1998, LAIF rates, treasury technical charts, and economic release calendars.

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Osaic Wealth, Inc.coreChannel Partner/ Reseller/ DistributorSecurities offered through Osaic Wealth, Inc. (formerly Securities America, Inc.), a Registered Broker/Dealer, member FINRA/SIPC. Douglas C. Robinson is a Registered Principal in the State of California. Securities America, Inc. became Osaic Wealth, Inc. on June 14, 2024.
• Pershing LLCcoreOthersPershing LLC, a subsidiary of The Bank of New York Mellon, clears transactions for Osaic Wealth, Inc. Provides custodial and clearing services for client accounts.
• Genesis Benefits, a TASC companyminorStrategic or Co-development PartnerThrough leading trust plan administrator Genesis Benefits (a TASC company), RCM offers OPEB mitigation strategies to help design effective solutions for managing post-employment benefit obligations.

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Direct peers

• PFM Asset Management: Largest dedicated public-sector investment manager in the U.S., providing fixed income, managed portfolios, and advisory services to state and local government entities. Directly competes with RCM for California municipal fixed income and treasury mandates.
• Public Trust Advisors: Specialized investment manager focused exclusively on public sector clients, offering separately managed accounts and commingled funds for government cash and operating funds. Overlapping niche with RCM in governmental fixed income mandates.
• CAPTRUST: National investment advisory firm serving public funds, endowments, foundations, and corporate plan sponsors. Competes with RCM for institutional and non-profit mandates and offers comparable fixed income and total-return solutions.
• Logan Circle Partners: Institutional fixed income and credit manager serving pensions, insurance, and public funds. Overlaps with RCM in fixed income delivery for institutional and government-style mandates.
• Meeder Investment Management: Investment management firm serving public entities, retirement plans, and personal portfolios with fixed income and balanced strategies. Direct competitor in government/public sector advisory with institutional-grade capabilities.
• Fiduciary Management Inc. Independent investment management firm providing fixed income, equity, and balanced strategies to institutional clients. Comparable mid-sized boutique advisor competing for similar institutional mandates.

Broad incumbents

• PMA Asset Management: Network of investment advisory firms serving institutional and government clients with fixed income, equity, and real assets. Broader scale and multi-office footprint present a national incumbent alternative to RCM.

Others

• Segal Group: Consulting firm focused on public sector benefits, retirement, and healthcare — closely adjacent to RCM's OPEB mitigation practice and a potential partner or competitor depending on segment.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/rcm-robinson-capital-mgmt-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Robinson Capital Management