# ROBERTS, GLORE & CO.

ROBERTS, GLORE & CO. of DEERFIELD, IL is an SEC-registered investment adviser.

## Registration

- CRD: 109792
- Type: SEC-registered investment adviser
- SEC file number: 801-20667
- Location: 707 LAKE COOK ROAD, SUITE 210, DEERFIELD, IL, 60015
- Phone: 224-330-6980
- Latest filing: 2026-03-05
- Regulatory AUM: $938.4M
- Discretionary AUM: $686.2M
- Non-discretionary AUM: $252.2M
- Clients: 7
- Accounts: 1,158

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Clemens Peter Ciupke | TREASURER | — |
| Jim Lance Calaway | PRESIDENT | — |
| Byron Jennings Smythe | CHIEF COMPLIANCE OFFICER | — |
| Christopher James Ciupke | ASSISTANT VP | — |
| MCDERMOTT JOHN WILLIAM | PRESIDENT/SECRETARY | — |
| MACDONALD JAMES DANIEL | VICE PRESIDENT | — |
| CIUPKE CLEMENS PETER | TREASURER; VICE PRESIDENT | — |
| CALAWAY JIM LANCE | PRESIDENT; VICE PRESIDENT | — |
| SMYTHE BYRON JENNINGS | CHIEF COMPLIANCE OFFICER | — |
| SCHLESSER DANIEL JOHN | CFO/TREASURER | — |
| BAHULEYAN SAJU | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| ROBERTS WILLIAM JOHN | SENIOR VICE PRESIDENT | — |
| BARLOW SCOTT EDWARD | CCO; CHIEF COMPLIANCE OFFICER | — |
| BARLOW SCOTT | CHIEF COMPLIANCE OFFICER | — |
| CIUPKE CHRISTOPHER JAMES | ASSISTANT VP | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109792/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109792/similar
- Related entities: https://search.stillhousedata.com/firm/109792/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109792

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.