Firm profile

RBO & CO, LLC

ST. HELENA, CACRD 112172Latest ADV January 29, 2026

Rbo & Co, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Helena, CA.

Assets Under Management
$655M
Employees
8
Offices
--
Total Clients
112
Primary office
ST. HELENA, CA
1478 RAILROAD AVENUE SUITE 1, ST. HELENA, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCODominic M. Heil
COODominic M. Heil

Advisory services offered

1 types reported
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 61.6% of total clients.
Top client categories% of clientsClients
1
HNWI
61.6%
69
2
Individuals
25.0%
28
3
Charitable
7.1%
8
4
Corporations
6.3%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$655Mas of January 29, 2026
Discretionary100.0%
$655M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$655M
Total Accounts259
10Y AUM Change+$287M (+78.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee14:1
10Y Employee Change+2 (+33.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.