Rbo & Co, LLC (St. Helena)
Rbo & Co, LLC is a large advisory firm based in St. Helena. It manages $400.76 million of regulatory assets for 214 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Rbo & provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Rbo &: assets under management
The assets under management (AUM) of Rbo & Co, LLC is $400.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 149% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in exchange traded securities the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 3% of the firm’s portfolio. Investments in investment grade corporate bonds form 1% of the total invested assets.Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Rbo & Co, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Reginald Back Oliver serves?
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Reginald Back Oliver is high net worth individuals with 68 clients and $349.05 million of assets under management. Among the 9 most similar advisory firms, Rbo & has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $400.76 million for 95 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Rbo & doesn't advise any private funds.
Careers at Rbo & Co, LLC
The company employs 6 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Reginald Back Oliver has been acting as President since 1 Apr 2001. Vivian Lee Robison joined the executive team most recently as the Director Of Operations.
Direct owners and executive officers
Based in St. Helena
The principal office where Rbo & Co, LLC performs its advisory services is located at 1478 Railroad Avenue Suite 1, St. Helena, CA 94574 1145 The mailing address of the firm is P.O. Box 306, St. Helena, CA 94574 0306. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 707-963-1231 or by fax 707-963-1647. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at rboco.com.
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