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ROBLE, BELKO AND COMPANY, INC.

SEWICKLEY, PA · CRD 123286 · IAPD ↗ · (724) 935-4990

$1.55BRegulatory AUM
7Advisory reps
9Employees
1Clients
101-250Planning clients
0Private funds
8States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — ROBLE, BELKO AND COMPANY, INC. reported RAUM up 44% ($1.08B -> $1.55B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
March 2025 — ROBLE, BELKO AND COMPANY, INC. crossed $1B in regulatory AUM ($953.2M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
September 2024 — ROBLE, BELKO AND COMPANY, INC. notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.