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| Roble Belko and Company Inc
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|---|---|
| CRD # | 123286 |
| SEC # | 801-61829 |
| CIK # | 0001642305 |
| AUM | 1,552.9 M (2026-03-17) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 724-935-4990 |
| Address | 1603 Carmody Court Sewickley, PA 15143 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Grail Inc | 0.1 | ||
| Parker Hannifin Corp | 0.1 | ||
| Tyco Electronics Ltd | 0.1 | ||
| Hershey Co | 0.1 | ||
| Rockwell Automation Inc | 0.1 | ||
| Lululemon Athletica Inc | 0.1 | ||
| Steel Dynamics Inc | 0.1 | ||
| Price T Rowe Group Inc | 0.1 | ||
| Medtronic Holdings Ltd | 0.1 | ||
| Merck & Co Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 15.7 |
| (b) Individuals (high net worth individuals) | 150 | 1,329.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 170.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 36.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,146 | 1,552.9 |
| By Discretionary | ||
| Discretionary | 1,146 | 1,552.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,146 | 1,552.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,552.9 | |
| Total | 1,146 | 1,552.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001642305] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 1 |
| Serves | Institutional, Retail |
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