Fee-only adviser · Sewickley, PA
Roble, Belko and Company, Inc.
Roble, Belko and Company, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Sewickley, Pennsylvania. On its latest Form ADV, filed March 17, 2026, it reports $1.6B in regulatory assets under management, 233 individual clients and 7 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 123286 · SEC file 801-61829 |
| Office | 1603 Carmody Court Suite 401 Sewickley, PA 15143 |
| Phone | (724) 935-4990 |
| Website | roblebelko.com |
| Regulatory assets under management | $1.6B |
| Individual clients | 83 non-high-net-worth, 150 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 9 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | March 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Sewickley
- Fragasso Wealth Advisors $2.8B
- Schenley Capital, Inc $73M
- Aufman Associates Inc $972M
- Sewickley Financial LLC $13M
- Vam Group, LLC $66M
See all 6 fee-only advisers in Sewickley →
Nearby
- Wexford 7 firms
- Warrendale 2 firms
- Cranberry Township 1 firm
- Cranberry TWP 1 firm
- Pittsburgh 38 firms
- Beaver 1 firm
- Oakmont 1 firm
- Harmony 1 firm
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