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ROBERT CHARLES CAPITAL MANAGEMENT
Legal name: CRYSTAL VIEW CAPITAL, LLC
CRD 283124File 801-136842
APPROVED
Retail clients
Custody
Filing as of Aug 6, 2026
Feed vintage Aug 24, 2026
Regulatory AUM
$110.3M
Bottom 25% of cohort (national)
Discretionary AUM
$110.3M
Clients
44
135 accounts
Employees
1
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 19, 2026
- Principal office
- 187 MONROE AVENUE NW, SUITE 1202, GRAND RAPIDS, MI, 49503
- Phone
- 616-293-6292
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $110.3M
- Discretionary AUM
- $110.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 135
- Non-discretionary accounts
- 0
- Total accounts
- 135
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $102.4M |
| Pooled investment vehicles | 1 | $354K |
| Pension and profit sharing plans | Fewer than 5 | $4.9M |
| Individuals (other than high net worth individuals) | 14 | $2.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|
| Aug 23, 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.