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Roberts, Glore & Co.

Updated today

Client assets under management

$726,764,504

Clients

383

49% high-net worth

Advisors

5

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

77

High

Average account size

$1,897,557

About

Roberts, Glore & Co. provides fee-only investment advisory services to individuals (including high-net-worth clients), trusts, family offices, corporate pensions, and nonprofit organizations in both discretionary and non-discretionary arrangements. The firm manages roughly $938 million in client assets and offers tailored portfolio management alongside periodic financial planning and estate-related services.

RGCO constructs customized portfolios across common stocks, bonds, cash equivalents, and a limited allocation to alternative assets, relying primarily on fundamental analysis (cash flow and balance-sheet metrics, profitability measures) and position-level valuation assessments. Portfolio reviews are conducted regularly and the firm typically uses mutual funds and ETFs when they believe passive exposure or diversification is preferable, while favoring mid- and large-cap equities and holding many fixed-income positions to maturity unless circumstances change.

The firm’s brochure discloses an uncommon sub-advisory role, providing non-discretionary investment advice to clients of another registered adviser (Tilden, Loucks & Woodnorth) and receiving compensation directly from that adviser rather than from those clients, a practice that places RGCO in the “other adviser clients” category. RGCO also documents a relationship with a broker-dealer (LaSalle St. Securities) through which it routinely recommends or executes trades and notes financial planning services that explicitly address insurance, reflecting an insurance broker/agent affiliation that is less common among peer team firms.

Client services

Financial planning Portfolio management

Expertise

Concentrated stock management Active portfolio management Private / alternative investments

Fee options

Percentage

$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.85% $3,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.70% $10,000,000+: Negotiable

Project-based

Negotiable fees for one-time or periodic consultations and financial planning

Other

Account minimum: $500,000 Fee-only: Fee based on assets under management; fees may be negotiated

Main office location

Roberts, Glore & Co.

707 Lake Cook Road, Suite 210

Deerfield IL 60015, United States

Number of offices

1

Most active in

Arizona · California · District of Columbia · Florida · Illinois · Maine · Massachusetts · Michigan · Minnesota · Nebraska · New Hampshire · New Jersey · New York · Texas · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Byron S

Series 63, Series 65

Deerfield, IL

Roberts, Glore & Co.

Byron Smythe is a financial advisor at Roberts, Glore & Co. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. for 15 years prior to his current role. Smythe has been with Roberts, Glore & Co. since 2001. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm offers customized portfolio management and financial planning, focusing on fundamental analysis of mid- and large-cap equities and fixed-income holdings, with modest use of alternative assets.

Concentrated stock management Active portfolio management Private / alternative investments
user avatar

Spencer B

Series 65

Deerfield, IL

Roberts, Glore & Co.

Spencer Bleecker is a financial advisor at Roberts, Glore & Co. with seven years of industry experience. He holds a Series 65 designation and has worked at Roberts, Glore & Co. since 2017, with prior experience at Cheevers and Company and Lake Forest College. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm constructs customized portfolios based on clients’ long-term goals, risk tolerance, and income needs, emphasizing fundamental analysis and predominantly investing in mid- and large-cap equities and fixed-income holdings.

Concentrated stock management Active portfolio management Private / alternative investments
user avatar

Clemens C

Series 63, Series 65

Deerfield, IL

Roberts, Glore & Co.

Clemens Ciupke is a financial advisor at Roberts, Glore & Co. with 35 years of industry experience. He has held his current role since 1995 and previously worked at La Salle St. Securities, Inc. from 1989 to 2017. He holds Series 63 and Series 65 designations. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm offers portfolio management and financial planning, constructing customized portfolios that emphasize fundamental analysis of equities and fixed-income holdings, with modest use of alternative assets.

Concentrated stock management Active portfolio management Private / alternative investments
user avatar

Jim C

Series 63, Series 65

Deerfield, IL

Roberts, Glore & Co.

Jim Calaway is a financial advisor at Roberts, Glore & Co. with 31 years of industry experience. He has been with Roberts, Glore & Co. since 1993 and also worked at La Salle St. Securities, Inc. from 1993 to 2017. Calaway holds Series 63 and Series 65 licenses and serves as a trustee for trust accounts. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm creates customized portfolios based on clients’ long-term goals and risk tolerance, focusing on fundamental analysis of equities and fixed-income holdings, with modest use of alternative assets.

Concentrated stock management Active portfolio management Private / alternative investments
user avatar

Christopher C

CFP®, Series 63, Series 65

Deerfield, IL

Roberts, Glore & Co.

Christopher Ciupke is a CFP® credentialed financial advisor with Roberts, Glore & Co., bringing 20 years of industry experience. He has worked at Roberts Glore & Co. since 2004 and previously spent 12 years at LaSalle St. Securities, L.L.C. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm offers customized portfolio management based on clients’ long-term goals and risk tolerance, emphasizing fundamental analysis of mid- and large-cap equities and individual fixed-income holdings.

Concentrated stock management Active portfolio management Private / alternative investments
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