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ROBERT CHARLES CAPITAL MANAGEMENT
CRYSTAL VIEW CAPITAL, LLC
CRD 283124 · SEC 801-107383
187 MONROE AVENUE NW, SUITE 1202, GRAND RAPIDS, MI, 49503, United States
Phone
616-293-6292
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$110.3M
Discretionary AUM
$110.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)FINANCIAL ADVICE & CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $2.7M |
| High net worth individuals | 28 | $102.4M |
| Pooled investment vehicles | 1 | $354K |
| Pension/profit sharing plans | 1 | $4.9M |
Official SEC filing: View on IAPD