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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 Oct 1, 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
- Website
- https://roblebelko.com/
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 225 | 248 | increased by23 |
| Apr 1, 2026 | AUM | $1,075,569,668 | $1,552,856,077 | increased by$477,286,409 |
| Apr 1, 2026 | Accounts | 1,048 | 1,146 | increased by98 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 9 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 189 | 225 | increased by36 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $936,283,334 | $1,075,569,668 | increased by$139,286,334 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 829 | 1,048 | increased by219 |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Clients | 168 | 189 | increased by21 |
| Apr 1, 2022 | AUM | $761,176,655 | $936,283,334 | increased by$175,106,679 |
| Apr 1, 2022 | Accounts | 770 | 829 | increased by59 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ROBLE BELKO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ROBLE BELKO” may also match similarly-named firms). Confirm identity against each filing.
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.