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Robinson Wilkes, L.L.C. (San Antonio)


Robinson Wilkes, L.L.C. is a large advisory firm based in San Antonio. It manages $39.18 million of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.




Robinson Wilkes, L.L.C provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Robinson Wilkes, L.L.C: assets under management

The assets under management (AUM) of Robinson Wilkes, L.L.C. is $39.18 million. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38.78 million in discretionary accounts and $403.85 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $791.4 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $201.92 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Robinson Wilkes, L.L.C. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Antonio

The principal office where Robinson Wilkes, L.L.C. performs its advisory services is located at 14800 San Pedro, Suite 114, San Antonio, TX 78232, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 210-735-1516 or by fax 210-735-6261. The normal business hours are 8:00 am - 4:00 pm on Monday - Friday.


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