Investment adviser · CRD 283124
ROBERT CHARLES CAPITAL MANAGEMENT
Investment adviser filing (IA)
CRYSTAL VIEW CAPITAL, LLC
GRAND RAPIDS, MI, United States · Form ADV filed Aug 6, 2026
- Regulatory AUM
- $110M Form ADV · Item 5.F
- Client accounts
- 135 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 28 | $102,353,687 | 92.8% |
| Retirement plans | Fewer than 5 | $4,904,747 | 4.4% |
| Individuals | 14 | $2,712,476 | 2.5% |
| Pooled investment vehicles | 1 | $353,792 | 0.3% |
Filing source
Form ADV 2124448 · Aug 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 6, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
187 MONROE AVENUE NW, SUITE 1202GRAND RAPIDS, MI, 49503, United States
CRD 283124
Filing source
Form ADV 2124448 · Aug 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.