Robertson Investment Management

Firm record

As recorded in SEC IAPD

Firm CRD

115425

SEC number

801-120446

Firm type

RIA

Assets under management

$534.1M as of Mar 31, 2026

Website

robertsonwealth.com ↗

Phone

713-622-4077

Address

919 Milam St, Houston, TX, 77002

Advisors at this firm

9 in our index · page 1 of 1

• Daniel Pierre DebarrosCRD 6789015 · Houston, TX
  IA RegisteredRegistration inactive
• Sonia Constance JoaoCRD 4852666 · Houston, TX
  IA Registered
• Robert William KastenCRD 1009160 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• John Edward LangstonCRD 1364931 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jason Roger LockeCRD 3277654 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Frederick Allen MecklenburgCRD 726227 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Nghiep Hoang NghiemCRD 4021184 · Houston, TX
  IA RegisteredBroker
• Chase Michael RobertsonCRD 5404845 · Houston, TX
  IA RegisteredBroker
• Dawn Moore TrammellCRD 1584606 · Houston, TX
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.