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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-13-1984
- Office Locations
- 1
Office Locations
About Roberts, Glore & Co.
Roberts Glore is a Deerfield, IL RIA providing hands-on, fiduciary investment and financial planning for families, businesses, retirees, retirement plans, and endowments. The team emphasizes long-term, cost-conscious portfolio construction and active oversight, drawing on backgrounds across finance, engineering, and data science. Custody is primarily through Fidelity/NFS.
Team overview
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Asset Classes
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Investment Themes
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Platform
Services
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Owner & Executives
CLEMENS PETER CIUPKE
Chief Executive Officer, Portfolio Manager, TREASURER
- CRD
- #2074981
- Ownership
- 50% but less than 75%
JIM LANCE CALAWAY
Portfolio Manager, President
- CRD
- #2453853
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Spencer Quentin Bleecker
Investment Advisor
- CRD
- #6992745
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $686,156,237 | $676,683 |
| Non-Discretionary | $252,245,679 | $1,751,706 |
| Total | $938,401,916 | $810,364 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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