THE ROBARE GROUP, LTD.
Legal name: ROBARE & JONES WEALTH MANAGEMENT
CRD #116597 SEC #801-61767 HOUSTON, TX (281) 374-0756
SEC Registered
Total AUM
$175.5M
Discretionary
$175.5M
Employees
8
Clients
251
Accounts
622
Firm Details
- Organization Type
- Other (specify) (LIMITED PARTNERSHIP)
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| ROBARE, MARK, LEE | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (10/2004) | D | Control |
| HEARN, CAROL, ANN | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| HEARN, CAROL, ANN | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| HEARN, CAROL, ANN | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| JONES, JACK, LEWIS | I | INVESTMENT ADVISER REPRESENTATIVE, LIMITED PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | Control |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | Control |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | Control |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B | |
| ROBARE ASSET MANAGEMENT, INC. | DE | MANAGING GENERAL PARTNER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HEARN, CAROL, ANN | I | ROBARE ASSET MANAGEMENT, INC. | F | Control |
| HEARN, CAROL, ANN | I | ROBARE ASSET MANAGEMENT, INC. | F | Control |
| HEARN, CAROL, ANN | I | ROBARE ASSET MANAGEMENT, INC. | F | Control |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| JONES, JACK, LEWIS | I | ROBARE ASSET MANAGEMENT, INC. | F | |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
| ROBARE, MARK, LEE | I | ROBARE ASSET MANAGEMENT, INC. | D | Control |
Registrations
Federal
IA
Mar 29, 2019 REGISTERED
Notice Filings (2)
LA TX
Address
TWO CHASEWOOD, 20405 STATE HIGHWAY 249SUITE 350
HOUSTON, TX 77070
United States
Phone: (281) 374-0756