ROBERTSON INVESTMENT MANAGEMENT

CRD 115425File 801-120446

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$534.1M

Above cohort median (national)

Discretionary AUM

$343.1M

Non-discretionary $191.1M

Clients

1,143

1,143 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Apr 2, 2021
Principal office: 919 MILAM ST, SUITE 500, HOUSTON, TX, 77002
Phone: 713-622-4077
Website: HTTP://ROBERTSONWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $534.1M
Discretionary AUM: $343.1M
Non-discretionary AUM: $191.1M
Discretionary accounts: 844
Non-discretionary accounts: 299
Total accounts: 1,143
AUM per client: $467K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	2	$1.8M
Other investment advisers	1	$17.8M
High net worth individuals	767	$195.0M
Banking or thrift institutions	2	$24.5M
Individuals (other than high net worth individuals)	371	$295.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.