Rbo & Co, LLC
● SEC registered since 2001CRD 112172SEC# 801-60283St. Helena, CA
Reg. AUM
$654.8M
Employees
8
Accounts
259
Location
St. Helena, CA
Rbo & Co, LLC assets under management
Rbo & Co, LLC is an SEC-registered investment adviser based in St. Helena, CA. The firm has been registered since 2001. It reports $654.8 million in regulatory assets under management and employs 8 people.
Rbo & Co, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dominic Maximilian Heil Control | Chief Compliance Officer & Chief Operating Officer | Under 5% | 2016 |
| John Mason Oliver Control | Managing Member & Portfolio Manager | Over 75% | 2007 |
| Vivian Lee Robison Control | Director Of Operations | Under 5% | 2016 |
Frequently asked questions
How much does Rbo & Co, LLC manage?
Rbo & Co, LLC reports $654.8 million in regulatory assets under management on its Form ADV.
How many employees does Rbo & Co, LLC have?
Rbo & Co, LLC reports 8 employees.
Where is Rbo & Co, LLC located?
Rbo & Co, LLC is based in St. Helena, CA and has been SEC-registered since 2001.
Does Rbo & Co, LLC disclose fund performance?
Rbo & Co, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1478 Railroad Avenue Suite 1, St. Helena, CA 94574-1145 |
| Phone | 707-963-1231 |
| Fax | 707-963-1647 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$654.8M▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$654.8Mregulatory AUM
Discretionary $654.8M