{
  "crd_number": 109792,
  "slug": "roberts-glore-and-co-deerfield-il-109792",
  "primary_business_name": "ROBERTS, GLORE & CO.",
  "legal_name": "ROBERTS, GLORE & CO.",
  "dbas": [],
  "city": "Deerfield",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1984-03-13",
  "years_registered": 42,
  "period": "2026-10-01",
  "filing_date": "2026-03-05",
  "carried_forward": false,
  "raum_total": 938401916.0,
  "raum_discretionary": 686156237.0,
  "raum_non_discretionary": 252245679.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 24901408.0,
      "count": 6
    },
    "individuals": {
      "raum": 84605833.0,
      "count": 197
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 9492691.0,
      "count": 4
    },
    "other_investment_advisers": {
      "raum": 173287130.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 642158671.0,
      "count": 186
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 3956183.0,
      "count": 3
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "DC",
    "FL",
    "IL",
    "MA",
    "ME",
    "MI",
    "MN",
    "NE",
    "NH",
    "NJ",
    "NY",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://linkedin.com/company/roberts-glore-&-co-",
    "https://robertsglore.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109792",
  "city_as_filed": "DEERFIELD",
  "url": "https://advisorcensus.com/firm/roberts-glore-and-co-deerfield-il-109792",
  "display_name": "Roberts, Glore & Co.",
  "summary": "Roberts, Glore & Co. is an SEC-registered investment advisory firm in Deerfield, IL, registered since 1984, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 5, 2026.",
  "citation": "AdvisorCensus. Roberts, Glore & Co. (CRD 109792): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Roberts, Glore & Co. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Roberts, Glore & Co. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Roberts, Glore & Co. located?",
      "a": "Roberts, Glore & Co.'s principal office is in Deerfield, IL, according to its Form ADV."
    },
    {
      "q": "Is Roberts, Glore & Co. registered with the SEC or a state?",
      "a": "Roberts, Glore & Co. is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 109792."
    },
    {
      "q": "How much does Roberts, Glore & Co. manage?",
      "a": "Roberts, Glore & Co. reports $938,401,916 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (73% discretionary)."
    },
    {
      "q": "How have Roberts, Glore & Co.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Roberts, Glore & Co.: Regulatory assets under management: $747,727,376 in the October 2021 data and $938,401,916 in the October 2026 data, up 26%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Roberts, Glore & Co. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (197); high net worth individuals (186); charitable organizations (6)."
    },
    {
      "q": "Which custodians does Roberts, Glore & Co. use?",
      "a": "Roberts, Glore & Co.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Roberts, Glore & Co. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109792"
    },
    {
      "q": "Does Roberts, Glore & Co. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 5, 2026 says: \"Our minimum new account size is generally $500,000 for clients who are not related to existing clients, though we may make exceptions due to pre-existing relationships or other reasons as determined by our portfolio managers.\""
    },
    {
      "q": "What changed in Roberts, Glore & Co.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $847,764,159 to $938,401,916 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 747727376.0,
      "total_employees": 7,
      "filing_date": "2021-03-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 868255073.0,
      "total_employees": 7,
      "filing_date": "2022-02-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 714037306.0,
      "total_employees": 7,
      "filing_date": "2023-02-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 789764707.0,
      "total_employees": 7,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 847764159.0,
      "total_employees": 7,
      "filing_date": "2025-04-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 938401916.0,
      "total_employees": 7,
      "filing_date": "2026-03-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $847,764,159 to $938,401,916 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Our minimum new account size is generally $500,000 for clients who are not related to existing clients, though we may make exceptions due to pre-existing relationships or other reasons as determined by our portfolio managers."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our minimum new account size is generally $500,000 for clients who are not related to existing clients, though we may make exceptions due to pre-existing relationships or other reasons as determined by our portfolio managers."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/roberts-glore-and-co-deerfield-il-109792.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 197,
      "fewer_than_5": false,
      "raum": 84605833.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 186,
      "fewer_than_5": false,
      "raum": 642158671.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 9492691.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 24901408.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": false,
      "raum": 173287130.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": false,
      "raum": 3956183.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109792",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}