Data / Investment advisers / Pennsylvania / Roble, Belko and Company, Inc.
Roble, Belko and Company, Inc., Sewickley, PA: $1.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Roble, Belko and Company, Inc. is an SEC registered investment adviser with its main office in Sewickley, Pennsylvania and reports $1.6 billion in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include high net worth individuals, charitable organizations and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Roble, Belko and Company, Inc. (CRD number 123286): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 123286
- SEC file number
- 801-61829
- SEC status
- Approved, effective March 31, 2003
- Main office
- 1603 Carmody Court Suite 401, Sewickley, PA 15143
- Phone
- (724) 935-4990
- Regulatory AUM
- $1,552,856,077 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $1,552,856,077
- Accounts
- 1,146
- Employees
- 9, of which 7 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 150 | $1.33 billion |
| Charitable organizations | 10 | $170.8 million |
| Corporations or other businesses | 5 | $36.6 million |
| Individuals (other than high net worth individuals) | 83 | $15.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.55 billion | March 17, 2026 |
| December 1, 2025 | $1.08 billion | February 18, 2025 |
Other advisers in Pennsylvania
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Compass Ion Advisors, LLC | Conshohocken | $1.59 billion | Not listed | adviserinfo.sec.gov |
| Thrive Wealth Management, LLC | Audubon | $1.58 billion | Not listed | adviserinfo.sec.gov |
| Inverness Graham Investments, Inc. | Wayne | $1.57 billion | 29 | adviserinfo.sec.gov |
| Brandywine Oak Private Wealth LLC | Kennett Square | $1.57 billion | Not listed | adviserinfo.sec.gov |
| Abundance Wealth Counselors, LLC | State College | $1.56 billion | 2 | adviserinfo.sec.gov |
| Alden Capital | Wayne | $1.52 billion | 1 | adviserinfo.sec.gov |
| Kintra Wealth, LLC | Williamsport | $1.50 billion | Not listed | adviserinfo.sec.gov |
| Tower Bridge Advisors | West Conshohocken | $1.49 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Roble, Belko and Company, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.