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Charles Wilson Robinson

ROBINSON VALUE MANAGEMENT, LTD.·SAN ANTONIO, Texas
Series 328 years registeredROBINSON VALUE MANAGEMENT, LTD.
120 EAST BASSE ROAD, #102, SAN ANTONIO, TX 78209-8356CRD# 1423646Firm CRD# 110156

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Wilson Robinson · SAN ANTONIO, TX
Registration
CRD #1423646 · ROBINSON VALUE MANAGEMENT, LTD. · 28 years registered
Brand Profile
Not yet started
01

Career History

ROBINSON VALUE MANAGEMENT, LTD.
Sep 1997 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Registration record
First registered · September 4, 1997
Years registered · 28
03

Disclosure History

1987Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
ROBINSON VALUE MANAGEMENT, LTD.
CRD 110156 · SEC 801-80568
AUM
$173M
Regulatory assets under management
Employees
4
116 client accounts
Services offered by ROBINSON VALUE MANAGEMENT, LTD.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ROBINSON VALUE MANAGEMENT, LTD. →
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05

Frequently Asked Questions

What services does Charles Wilson Robinson offer?
Charles Wilson Robinson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Charles Wilson Robinson's credentials?
Charles Wilson Robinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Wilson Robinson located?
Charles Wilson Robinson is based in SAN ANTONIO, Texas, working with ROBINSON VALUE MANAGEMENT, LTD.. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Charles Wilson Robinson charge for services?
Charles Wilson Robinson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROBINSON VALUE MANAGEMENT, LTD.?
ROBINSON VALUE MANAGEMENT, LTD. has approximately 4 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROBINSON VALUE MANAGEMENT, LTD.

Amy Abbey Robinson
SAN ANTONIO, TX

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