Roble Belko and Company Inc

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Roble Belko and Company Inc
CRD #123286
SEC #801-61829
CIK #0001642305
AUM 1,552.9 M (2026-03-17)
Employees 9 (78% Investors, 0% Brokers)
Phone724-935-4990
Address1603 Carmody Court
Sewickley, PA 15143
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
1600128096064032002003201120192027
CIK Period
0001642305
Sector Form 13F Holdings Value ($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
Dow Inc 0.1
Qnity Electronics Inc 0.1
Bristol Myers Squibb Co 0.1
Pinnacle West Capital Corp 0.1
Western Digital Corp 0.1
Edwards Lifesciences Corp 0.0
Broadridge Financial Solutions Inc 0.0
DowDupont Inc 0.0
Burlington Stores Inc 0.0
Kimberly Clark Corp 0.0
 
 
 
 
 
 
 
 
 
 
 
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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
Clients1
ServesInstitutional, Retail
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