Data / Investment advisers / Maine / Robinson Smith Wealth Advisors, LLC
Robinson Smith Wealth Advisors, LLC, South Portland, ME: $445 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Robinson Smith Wealth Advisors, LLC is an SEC registered investment adviser with its main office in South Portland, Maine and reports $445 million in regulatory assets under management in its Form ADV filed August 17, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Robinson Smith Wealth Advisors, LLC (CRD number 123098): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 123098
- SEC file number
- 801-63290
- SEC status
- Approved, effective July 12, 2004
- Main office
- 82 Running Hill Road Suite 205, South Portland, ME 04106
- Phone
- (207) 874-9840
- Website
- robinsonsmithwealth.com
- Regulatory AUM
- $444,890,879 in the Form ADV filed August 17, 2026
- Discretionary AUM
- $437,771,259
- Non discretionary AUM
- $7,119,620
- Accounts
- 903
- Employees
- 8, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 141 | $400.2 million |
| Individuals (other than high net worth individuals) | 87 | $41.1 million |
| Pension and profit sharing plans | 1 | $1.9 million |
| Charitable organizations | 2 | $1.4 million |
| Corporations or other businesses | 1 | $317,879 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $444.9 million | February 20, 2026 |
| December 1, 2025 | $403.2 million | March 10, 2025 |
Other advisers in Maine
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aries Wealth Management, LLC | Portland | $658.6 million | Not listed | adviserinfo.sec.gov |
| Harpswell Capital Advisors, LLC | Yarmouth | $587 million | Not listed | adviserinfo.sec.gov |
| Bigelow Investment Advisors, LLC | Portland | $555.2 million | Not listed | adviserinfo.sec.gov |
| Penobscot Financial Advisors | Portland | $544.5 million | Not listed | adviserinfo.sec.gov |
| Coston, McIsaac & Shea Financial Advisors | Bar Harbor | $466.9 million | Not listed | adviserinfo.sec.gov |
| Choice Wealth Advisors LLC | Waterville | $323.3 million | Not listed | adviserinfo.sec.gov |
| Birchbrook | Bangor | $296.5 million | Not listed | adviserinfo.sec.gov |
| RM Financial Services, LLC | Falmouth | $245.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Maine
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Robinson Smith Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.