ROBINSWOOD FINANCIAL

Legal name: ROBINSWOOD FINANCIAL LLC

CRD 143417File 801-68234

APPROVED

Retail clients

Filing as of Jul 28, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$453.2M

Above cohort median (national)

Discretionary AUM

$453.2M

Non-discretionary $44

Clients

488

1,404 accounts

Employees

Above cohort median in WA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Aug 20, 2007
Principal office: 3425 CARILLON POINT, BUILDING 3000, 4TH FLOOR, KIRKLAND, WA, 98033
Phone: 452-296-1611
Website: HTTP://WWW.ROBINSWOOD.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $453.2M
Discretionary AUM: $453.2M
Non-discretionary AUM: $44
Discretionary accounts: 1,403
Non-discretionary accounts: 1
Total accounts: 1,404
AUM per client: $929K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$7.7M
Charitable organizations	Fewer than 5	$7.4M
High net worth individuals	128	$324.3M
Individuals (other than high net worth individuals)	360	$113.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
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	Change
Aug 1, 2026	AUM	$433,341,839	$453,158,513	increased by$19,816,674
Aug 1, 2026	Accounts	1,384	1,404	increased by20
Apr 1, 2026	Employees	5	6	increased by1
Apr 1, 2026	Clients	487	488	increased by1
Apr 1, 2026	AUM	$366,580,000	$433,341,839	increased by$66,761,839
Apr 1, 2026	Accounts	1,302	1,384	increased by82
May 1, 2025 vs Oct 1, 2022	Employees	4	5	increased by1
May 1, 2025 vs Oct 1, 2022	Clients	359	487	increased by128
May 1, 2025 vs Oct 1, 2022	AUM	$412,610,088	$366,580,000	decreased by$46,030,088
May 1, 2025 vs Oct 1, 2022	Accounts	984	1,302	increased by318
May 1, 2022	Employees	5	4	decreased by1
May 1, 2022	Clients	377	359	decreased by18
May 1, 2022	AUM	$336,880,481	$412,610,088	increased by$75,729,607
May 1, 2022	Accounts	1,099	984	decreased by115
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 “ROBINSWOOD FINANCIAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ROBINSWOOD FINANCIAL” 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.