RBO & Co, LLC

RIASEC RegisteredEst. 2001

Total AUM

$655M

Discretionary

$655M

100% of AUM

Avg account

$2.5M

Accounts

259

Employees

8

Advisory reps

3

Firm details

Headquarters: Saint Helena, California
CRD number: 112172
Registered since: May 17, 2001
Website: www.rboco.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM
Client types: HNWI89.99%
Charitable Organizations3.86%
Individuals3.26%
Corporations / Businesses2.89%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

RBO & Co, LLC is an independent registered investment adviser formed as an LLC and operating under an owner-managed structure. The firm has been SEC-registered since 2001 and bills clients on a percentage-of-AUM basis. Its client mix includes individuals, families and some institutional relationships, and its stated advisory activity centers on portfolio management for individuals and small businesses. The firm is not structured as a capital allocator and does not identify itself as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities97%
Cash & Cash Equivalents2%
US Government Bonds1%

Owners & executives

1 of 1

Dominic Heil
Chief Operating Officer & Chief Compliance OfficerCRD 6726326

Contacts

2 of 2

Vivian Robison
Director of OperationsCRD 6043218
John Oliver
Managing Partner, Portfolio ManagerCRD 4958346

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Saint Helena, CA

Napa

Location

Saint Helena, CA

Headquartered in Saint Helena, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area: San Jose-San Francisco-Oakland, CA
Region: West
County: Napa
Address: 1478 Railroad Ave
Time zone: PT (UTC-8)
Office locations

Similar firms

Scott & Associates Investment Advisory Services

Saint Helena, CA

AUM $63.2MTEAM 1REPS 1

Robinhood Ventures

Menlo Park, CA

AUM $655MTEAM 125REPS 3

BMB Advisers LLC

Los Angeles, CA

AUM $656MTEAM 3REPS 3

Warren Street Wealth Advisors, LLC

Irvine, CA

AUM $656MTEAM 10REPS 10

M37 Management LP

Menlo Park, CA

AUM $656MTEAM 6REPS 2

Spectrum Asset Management Inc

Newport Beach, CA

AUM $657MTEAM 12REPS 10

More RIAs in Saint Helena →All California RIAs →