ROBLE, BELKO AND COMPANY, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.55B |
| Discretionary | $1.55B100% of AUM |
| Client Accounts | 1,146 |
| Avg Account Size | $1.4M |
| Employees | 9 |
| Peak AUM | $1.55BMar 2026 |
| AUM CAGR | +16.7% /yrover 23 yrs · 47 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.6B | +44.4% | +22.2% | +15.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.55B |
| Discretionary | $1.55B |
| Employees | 9 |
| Client Accounts | 1146 |
| Client Range | 101-250 |
Contact & Location
Address
1603 CARMODY COURT
SEWICKLEY PA 15143
Phone
(724) 935-4990
Filing History
47 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.6B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Apr 2005
•SRO proceeding/bar
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported