ROBERTS, GLORE & CO.

CRD 109792File 801-20667

APPROVED

Retail clients

Filing as of Mar 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$938.4M

Above cohort median (national)

Discretionary AUM

$686.2M

Non-discretionary $252.2M

Clients

397

1,158 accounts

Employees

Above cohort median in IL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Mar 13, 1984
Principal office: 707 LAKE COOK ROAD, SUITE 210, DEERFIELD, IL, 60015
Phone: 224-330-6980
Website: https://www.linkedin.com/company/roberts-glore-&-co-

Assets & accounts

ADV Item 5F

Total regulatory AUM: $938.4M
Discretionary AUM: $686.2M
Non-discretionary AUM: $252.2M
Discretionary accounts: 1,014
Non-discretionary accounts: 144
Total accounts: 1,158
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	3	$4.0M
Charitable organizations	6	$24.9M
Other investment advisers	1	$173.3M
High net worth individuals	186	$642.2M
Pension and profit sharing plans	4	$9.5M
Individuals (other than high net worth individuals)	197	$84.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.