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| Keyboard |
| Romano Brothers and Company
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|---|---|
| CRD # | 3215 |
| SEC # | 801-27061 |
| CIK # | 0000200648 |
| AUM | 1,539.8 M (2026-02-19) |
| Employees | 16 (56% Investors, 75% Brokers) |
| Fees | |
| Minimum | |
| Phone | 847-866-7700 |
| Address | 1560 Sherman Avenue Evanston, IL 60201 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 27.3 | ||
| Apple Inc | 24.3 | ||
| CACI International Inc /DE/ | 24.3 | ||
| Broadcom Inc | 22.5 | ||
| Microsoft Corp | 14.1 | ||
| Alphabet Inc | 13.2 | ||
| United Technologies Corp /DE/ | 11.8 | ||
| Fedex Corp | 11.6 | ||
| Cisco Systems Inc | 11.5 | ||
| Duke Energy Corp | 10.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 456 | 185.0 |
| (b) Individuals (high net worth individuals) | 478 | 1,261.4 |
| (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 | 13 | 23.5 |
| (h) Charitable organizations | 16 | 50.7 |
| (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 | 6 | 19.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,078 | 1,539.8 |
| By Discretionary | ||
| Discretionary | 2,078 | 1,539.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,078 | 1,539.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,539.8 | |
| Total | 2,078 | 1,539.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000200648] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Retail |
| LEI | 254900Q8M5OHHB7E69 |
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