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ROBINSON SMITH WEALTH ADVISORS, LLC
CRD 123098File 801-63290
APPROVED
Retail clients
Filing as of Aug 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$444.9M
Below cohort median (national)
Discretionary AUM
$437.8M
Non-discretionary $7.1M
Clients
232
903 accounts
Employees
8
Above cohort median in ME
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 12, 2004
- Principal office
- 82 RUNNING HILL ROAD, SUITE 205, SOUTH PORTLAND, ME, 04106
- Phone
- 207-874-9840
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $444.9M
- Discretionary AUM
- $437.8M
- Non-discretionary AUM
- $7.1M
- Discretionary accounts
- 886
- Non-discretionary accounts
- 17
- Total accounts
- 903
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $318K |
| Charitable organizations | Fewer than 5 | $1.4M |
| High net worth individuals | 141 | $400.2M |
| Pension and profit sharing plans | Fewer than 5 | $1.9M |
| Individuals (other than high net worth individuals) | 87 | $41.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 215 | 232 | increased by17 |
| Mar 1, 2026 | AUM | $403,188,096 | $444,890,879 | increased by$41,702,783 |
| Mar 1, 2026 | Accounts | 865 | 903 | increased by38 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 186 | 215 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $392,180,792 | $403,188,096 | increased by$11,007,304 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 847 | 865 | increased by18 |
| Aug 1, 2022 | Employees | 6 | 8 | increased by2 |
| Apr 1, 2022 | Clients | 175 | 186 | increased by11 |
| Apr 1, 2022 | AUM | $344,772,724 | $392,180,792 | increased by$47,408,068 |
| Apr 1, 2022 | Accounts | 824 | 847 | increased by23 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ROBINSON SMITH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ROBINSON SMITH” 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.