RBO & CO, LLC

CRD 112172File 801-60283

APPROVED

Retail clients

Custody

Filing as of Jan 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$654.8M

Above cohort median (national)

Discretionary AUM

$654.8M

Clients

112

259 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: May 17, 2001
Principal office: 1478 RAILROAD AVENUE SUITE 1, ST. HELENA, CA, 94574-1145
Phone: 707-963-1231
Website: HTTPS://TWITTER.COM/RBOLLC

Assets & accounts

ADV Item 5F

Total regulatory AUM: $654.8M
Discretionary AUM: $654.8M
Non-discretionary AUM: $0
Discretionary accounts: 259
Non-discretionary accounts: 0
Total accounts: 259
AUM per client: $5.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$18.9M
Charitable organizations	8	$25.3M
High net worth individuals	69	$589.3M
Individuals (other than high net worth individuals)	28	$21.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
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.