Roberts, Glore & Co.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$726,764,504
Clients
383
Advisors
5
of 7 employees
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
Expertise
Fee options
$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
Negotiable fees for one-time or periodic consultations and financial planning
Account minimum: $500,000 Fee-only: Fee based on assets under management; fees may be negotiated
Main office
707 Lake Cook Road, Suite 210
Deerfield IL 60015
Advisors at this office
5
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
Spencer B
Series 65
Deerfield, IL
Roberts, Glore & Co.
Spencer Bleecker is a financial advisor at Roberts, Glore & Co. with eight years of industry experience. He holds a Series 65 credential and has been with the firm since 2017. Prior to his advisory role, he spent four years at Lake Forest College. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pensions, and nonprofit organizations. The firm manages approximately $938 million in client assets, offering customized portfolio management based on fundamental analysis and valuation, and conducts regular portfolio reviews with a preference for mid- and large-cap equities and fixed-income holdings.
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.
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.
Christopher C
CFP®, Series 63, Series 65
Deerfield, IL
Roberts, Glore & Co.
Christopher Ciupke is a CFP® credentialed financial advisor with Roberts, Glore & Co. in Deerfield, IL, bringing 21 years of industry experience. He worked at LaSalle St. Securities, L.L.C. for 12 years prior to his ongoing tenure at Roberts, Glore & Co. since 2004. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pensions, and nonprofit organizations. The firm manages approximately $938 million in assets, offering customized portfolio management focused on fundamental analysis and regular reviews, using mutual funds, ETFs, and primarily mid- and large-cap equities alongside fixed-income positions.
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