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Roble, Belko and Company, Inc.

● SEC registered since 2003CRD 123286SEC# 801-61829Sewickley, PA
Export (members)
Reg. AUM
$1.55B
Employees
9
Accounts
1,146
Location
Sewickley, PA

Roble, Belko and Company, Inc. assets under management

Roble, Belko and Company, Inc. operates as an SEC-registered investment adviser based in Sewickley, PA. The firm has been registered since 2003. It reports $1.6 billion in regulatory assets under management and employs 9 people.

Roble, Belko and Company, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Colleen Elizabeth Doughty ControlChief Compliance OfficerUnder 5%2013
Roger William Roble ControlPresident50-75%2000
William Thomas Belko ControlPrincipal, Chief Investment Officer50-75%2000

Frequently asked questions

How much does Roble, Belko and Company, Inc. manage?

Roble, Belko and Company, Inc. reports $1.6 billion in regulatory assets under management on its Form ADV.

How many employees does Roble, Belko and Company, Inc. have?

Roble, Belko and Company, Inc. reports 9 employees.

Where is Roble, Belko and Company, Inc. located?

Roble, Belko and Company, Inc. is based in Sewickley, PA and has been SEC-registered since 2003.

Does Roble, Belko and Company, Inc. disclose fund performance?

Roble, Belko and Company, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1603 Carmody Court, Suite 401, Sewickley, PA 15143
Phone(724) 935-4990
Fax(724) 935-4999
Office hours9a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Regulatory AUM

$1.55B▲ 44%
Feb '25 — $1.08BMar '25 — $1.08BApr '25 — $1.08BMay '25 — $1.08BJun '25 — $1.08BJul '25 — $1.08BAug '25 — $1.08BSep '25 — $1.08BOct '25 — $1.08BNov '25 — $1.08BDec '25 — $1.08BJan '26 — $1.08BFeb '26 — $1.08BMar '26 — $1.55BApr '26 — $1.55BMay '26 — $1.55BJun '26 — $1.55B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$1.55Bregulatory AUM
Discretionary $1.55B