RIA Intel›Advisers›ROBASCIOTTI & ASSOCIATES , INC.

ROBASCIOTTI & ASSOCIATES , INC.

Institutional

N·

Data as of Feb 12, 2026 · Source: SEC Form ADV

Total AUM
$320M
1-Year AUM Growth
+11.2%
3-Year CAGR
+14.9%
Employees
5
Assets Under Management
Total AUM$320M
Discretionary AUM$320M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients47
Team
Total Employees5
Investment Advisers17
Employee Growth (1Y)+50.0%
Filing History
Total Filings on Record24
First FilingMay 4, 2018
Latest FilingFeb 12, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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