# RBO & CO, LLC

RBO & CO, LLC of ST. HELENA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 112172
- Type: SEC-registered investment adviser
- SEC file number: 801-60283
- Location: 1478 RAILROAD AVENUE SUITE 1, ST. HELENA, CA, 94574-1145
- Phone: 707-963-1231
- Latest filing: 2026-01-29
- Regulatory AUM: $654.8M
- Discretionary AUM: $654.8M
- Clients: 8
- Accounts: 259

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| John Mason Oliver | MANAGING MEMBER & PORTFOLIO MANAGER | — |
| Vivian Lee Robison | DIRECTOR OF OPERATIONS | — |
| Dominic Maximilian Heil | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
| OLIVER JOHN MASON | CHIEF COMPLIANCE OFFICER; DIRECT OWNER; MANAGING MEMBER (+4 more) | — |
| TARKENTON JAMES MICHAEL | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| OLIVER REGINALD BACK | PRESIDENT | — |
| BRENNAN PATRICK THOMAS | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; SENIOR ANALYST/CHIEF COMPLIANCE OFFICER | — |
| ROBISON VIVIAN LEE | CHIEF COMPLIANCE OFFICER; DIRECTOR OF OPERATIONS | — |
| HEIL DOMINIC MAXIMILIAN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112172/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112172/similar
- Related entities: https://search.stillhousedata.com/firm/112172/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112172

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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.