Roberts, Glore & Co.
- Regulatory AUM
- $938M
- Discretionary
- $686M
- Clients
- 397
- Avg AUM / client
- $2.4M
- Accounts
- 1,158
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 05, 2026
Investments (13F portfolio — 216 positions, $363,935,854)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | CL B NEW | $24,474,661 | 51,074 | 6.73% | 2.61% |
| 2 | Apple Inc | COM | $16,411,077 | 64,664 | 4.51% | 1.75% |
| 3 | Microsoft Corp | COM | $14,957,829 | 40,408 | 4.11% | 1.59% |
| 4 | Alphabet Inc | CAP STK CL C | $14,007,948 | 48,832 | 3.85% | 1.49% |
| 5 | Johnson & Johnson | COM | $12,535,861 | 51,284 | 3.44% | 1.34% |
| 6 | Vanguard Malvern Fds | STRM INFPROIDX | $11,743,645 | 235,108 | 3.23% | 1.25% |
| 7 | Vanguard Index Fds | TOTAL STK MKT | $10,729,490 | 33,445 | 2.95% | 1.14% |
| 8 | Alphabet Inc | CAP STK CL A | $9,975,456 | 34,690 | 2.74% | 1.06% |
| 9 | Vanguard Mun Bd Fds | TAX EXEMPT BD | $6,740,738 | 135,112 | 1.85% | 0.72% |
| 10 | Abbvie Inc | COM | $6,459,236 | 29,699 | 1.77% | 0.69% |
| 11 | Sprott Asset Management Lp | PHYSICAL GOLD AN | $6,004,512 | 125,828 | 1.65% | 0.64% |
| 12 | Amazon Com Inc | COM | $5,659,112 | 27,172 | 1.56% | 0.6% |
| 13 | Abbott Laboratories | COM | $5,423,235 | 52,822 | 1.49% | 0.58% |
| 14 | Pepsico Inc | COM | $4,905,301 | 31,588 | 1.35% | 0.52% |
| 15 | Nvidia Corporation | COM | $4,632,936 | 26,565 | 1.27% | 0.49% |
| 16 | Stryker Corporation | COM | $4,562,333 | 13,885 | 1.25% | 0.49% |
| 17 | Vaneck Etf Trust | MRNGSTR WDE MOAT | $4,385,732 | 45,354 | 1.21% | 0.47% |
| 18 | Rtx Corporation | COM | $4,311,315 | 22,350 | 1.18% | 0.46% |
| 19 | Berkshire Hathaway Inc Del | CL A | $4,308,840 | 6 | 1.18% | 0.46% |
| 20 | Cisco Sys Inc | COM | $4,183,730 | 53,921 | 1.15% | 0.45% |
| 21 | Walmart Inc | COM | $4,100,867 | 32,997 | 1.13% | 0.44% |
| 22 | Vanguard Intl Equity Index F | FTSE PACIFIC ETF | $3,993,834 | 40,866 | 1.1% | 0.43% |
| 23 | Exxon Mobil Corp | COM | $3,833,128 | 22,593 | 1.05% | 0.41% |
| 24 | State Str Spdr S&P 500 Etf T | TR UNIT | $3,777,175 | 5,808 | 1.04% | 0.4% |
| 25 | Expeditors Intl Wash Inc | COM | $3,600,373 | 25,137 | 0.99% | 0.38% |
Top 25 of 216 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 197 | $84.6M | 9.02% |
| High net worth individuals | 186 | $642M | 68.4% |
| Pension and profit sharing plans | 4 | $9.5M | 1.01% |
| Charitable organizations | 6 | $24.9M | 2.65% |
| Other investment advisers | 1 | $173M | 18.5% |
| Corporations and other businesses | 3 | $4.0M | 0.42% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clemens Peter Ciupke | Treasurer | Dec 1989 (37y) | 50% – 75% | |
| Jim Lance Calaway | President | Oct 1993 (33y) | 25% – 50% | |
| Byron Jennings Smythe | Chief Compliance Officer | Aug 2006 (20y) | 5% – 10% | |
| Christopher James Ciupke | Assistant Vp | CFP | Oct 2007 (19y) | Less than 5% |
| Spencer Quentin Bleecker | Registered representative | Oct 2018 (8y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 914 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $818M (87% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗