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| Romano Brothers and Company
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|---|---|
| CRD # | 3215 |
| SEC # | 801-27061 |
| CIK # | 0000200648 |
| AUM | $1.5 B (2026-02-19) |
| Employees | 16 (56% Investors, 75% Brokers) |
| Phone | 847-866-7700 |
| Address | 1560 Sherman Avenue Evanston, IL 60201 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000200648 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 27.3 | ||
| Apple Inc | 24.3 | ||
| CACI International Inc /DE/ | 24.3 | ||
| Broadcom Inc | 22.5 | ||
| Microsoft Corp | 14.1 | ||
| Alphabet Inc | 13.2 | ||
| United Technologies Corp /DE/ | 11.8 | ||
| Fedex Corp | 11.6 | ||
| Cisco Systems Inc | 11.5 | ||
| Duke Energy Corp | 10.8 | ||
| Caterpillar Inc | 10.1 | ||
| Alphabet Inc | 9.5 | ||
| Nvidia Corp | 9.5 | ||
| Johnson & Johnson | 8.4 | ||
| International Business Machines Corp | 8.3 | ||
| Amazon Com Inc | 8.1 | ||
| J P Morgan Chase & Co | 8.0 | ||
| Omega Healthcare Investors Inc | 7.4 | ||
| Digital Realty Trust Inc | 7.1 | ||
| Amgen Inc | 7.0 | ||
| Applied Materials Inc /DE | 6.9 | ||
| Abbott Laboratories | 6.8 | ||
| Bank of Montreal /Can/ | 6.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
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|---|---|---|
|
Financial Plan Inc
✚
|
WA | 1.6 |
|
Planning Alternatives Ltd
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|
MI | 1.5 |
|
Ancora Retirement Plan Advisors LLC
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|
Robinhood Asset Management LLC
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CA | 1.5 |
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Anchor Investment Management LLC
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SC | 1.5 |
|
Class VI Family Office LLC
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|
Mill Capital Management LLC
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|
NC | 1.5 |
|
Wgshaheen & Associates Ltd
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|
NY | 1.5 |
|
TSA Portfolio Management Inc FKA TSA Management Inc
✚
|
NY | 1.5 |
|
Kimelman & Baird LLC
✚
|
NY | 1.5 |