# Roberts, Glore & Co. > 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. - CRD: 109792 - Filed as: ROBERTS, GLORE & CO. - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Deerfield, IL - Filing period: October 2026 - Form ADV filing dated: March 5, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109792 - AdvisorCensus page: https://advisorcensus.com/firm/roberts-glore-and-co-deerfield-il-109792 ## Quick answers **How is Roberts, Glore & Co. compensated?** 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). **Where is Roberts, Glore & Co. located?** Roberts, Glore & Co.'s principal office is in Deerfield, IL, according to its Form ADV. **Is Roberts, Glore & Co. registered with the SEC or a state?** Roberts, Glore & Co. is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 109792. **How much does Roberts, Glore & Co. manage?** Roberts, Glore & Co. reports $938,401,916 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (73% discretionary). **How have Roberts, Glore & Co.'s assets and staff changed since 2021?** 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. **What types of clients does Roberts, Glore & Co. serve?** 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). **Which custodians does Roberts, Glore & Co. use?** 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. **Does Roberts, Glore & Co. report any disciplinary disclosures?** 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 **Does Roberts, Glore & Co. state an account minimum?** 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." **What changed in Roberts, Glore & Co.'s recent Form ADV filings?** In the April 2026 filing data: Regulatory assets under management went from $847,764,159 to $938,401,916 (+11%). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026) - Account minimum: $500,000 (the brochure says it may be waived or negotiated) > 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. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - National Financial Services LLC 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. ### Regulatory assets under management (Item 5.F) - Total: $938,401,916 - Discretionary: $686,156,237 - Non-discretionary: $252,245,679 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 197 | $84,605,833 | | High net worth individuals | 186 | $642,158,671 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $9,492,691 | | Charitable organizations | 6 | $24,901,408 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 1 | $173,287,130 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 3 | $3,956,183 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses - Portfolio management for businesses (other than small businesses) or institutional clients ### Firm details - Registered since: 1984 (42 years) - Employees: 7 total, 5 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: AZ, CA, DC, FL, IL, MA, ME, MI, MN, NE, NH, NJ, NY, TX, VA, WA, WI - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - robertsglore.com - LinkedIn @roberts-glore-&-co- ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $747,727,376 | 7 | March 3, 2021 | | October 2022 | $868,255,073 | 7 | February 11, 2022 | | October 2023 | $714,037,306 | 7 | February 22, 2023 | | October 2024 | $789,764,707 | 7 | March 25, 2024 | | October 2025 | $847,764,159 | 7 | April 2, 2025 | | October 2026 | $938,401,916 | 7 | March 5, 2026 | 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. ## Changes in the filing (last 12 months) ### April 2026 - Regulatory assets under management went from $847,764,159 to $938,401,916 (+11%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Roberts, Glore & Co. (CRD 109792): Form ADV filing data as of October 2026.