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ROBLE, BELKO AND COMPANY, INC.
CRD 123286File 801-61829
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.55B
Above cohort median (national)
Discretionary AUM
$1.55B
Clients
248
1,146 accounts
Employees
9
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 31, 2003
- Principal office
- 1603 CARMODY COURT, SUITE 401, SEWICKLEY, PA, 15143
- Phone
- (724) 935-4990
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.55B
- Discretionary AUM
- $1.55B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,146
- Non-discretionary accounts
- 0
- Total accounts
- 1,146
- AUM per client
- $6.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $36.6M |
| Charitable organizations | 10 | $170.8M |
| High net worth individuals | 150 | $1.33B |
| Individuals (other than high net worth individuals) | 83 | $15.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
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.