Rbo & Co, LLC
Rbo & Co, LLC is an SEC-registered ria in St. Helena, CA with $654.8M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Rbo & Co, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112172, SEC 801-60283, data through 2026-01-29.
- AUM (assets under management / regulatory AUM)
- $654.8M (2026-01-29)
- Firm type
- Ria
- Location
- St. Helena, CA
- Employees
- 8
- Clients
- 112
- CRD
- 112172
- Ownership
- OLIVER, REGINALD, BACK; OLIVER, JOHN, MASON; TARKENTON, JAMES, MICHAEL; HEIL, DOMINIC, MAXIMILIAN; ROBISON, VIVIAN, LEE
How much AUM does Rbo & Co, LLC have?
Rbo & Co, LLC reported $654.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-29).
Who owns Rbo & Co, LLC?
Disclosed owners and executives of Rbo & Co, LLC include OLIVER, REGINALD, BACK, OLIVER, JOHN, MASON, TARKENTON, JAMES, MICHAEL, HEIL, DOMINIC, MAXIMILIAN, ROBISON, VIVIAN, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.