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ROBERTSON INVESTMENT MANAGEMENT
CRD 115425File 801-120446
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$534.1M
Above cohort median (national)
Discretionary AUM
$343.1M
Non-discretionary $191.1M
Clients
1,143
1,143 accounts
Employees
20
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 20 | increased by12 |
| Apr 1, 2026 | Clients | 1,078 | 1,143 | increased by65 |
| Apr 1, 2026 | AUM | $273,053,474 | $534,120,550 | increased by$261,067,076 |
| Apr 1, 2026 | Accounts | 779 | 1,143 | increased by364 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 8 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 300 | 1,078 | increased by778 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $163,351,176 | $273,053,474 | increased by$109,702,298 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 325 | 779 | increased by454 |
| Jun 1, 2022 | Employees | 11 | 16 | increased by5 |
| Jun 1, 2022 | Clients | 299 | 300 | increased by1 |
| Jun 1, 2022 | AUM | $128,765,638 | $163,351,176 | increased by$34,585,538 |
| Jun 1, 2022 | Accounts | 264 | 325 | increased by61 |
| May 1, 2021 | Employees | 13 | 11 | decreased by2 |
| May 1, 2021 | Clients | 290 | 299 | increased by9 |
| May 1, 2021 | AUM | $123,408,909 | $128,765,638 | increased by$5,356,729 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ROBERTSON INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ROBERTSON INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.