Jim Calaway
Roberts, Glore & · Deerfield, Illinois
Jim Calaway is a fee-only financial advisor at Roberts, Glore & in Deerfield, Illinois. Roberts, Glore & reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Roberts, Glore & |
|---|---|
| Based in | Deerfield, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $938.4M across 1,158 accounts |
| SEC registration | Investment adviser representative in AZ, CA, DC, FL, IL, MA, ME, NE, NH, NJ, VA, WA, WI · CRD 2453853 |
| Exams passed | Series 63 (1994) · Series 65 (1995) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.robertsglore.com |
How Jim's firm compares
- Roberts, Glore &'s average account is about $810,000, from its Form ADV (assets managed divided by 1,158 accounts).
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Questions about Jim
Is Jim Calaway a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jim holds no broker registration, and Roberts, Glore & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jim charge for financial advice?
Jim's firm, Roberts, Glore &, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jim Calaway based?
Jim Calaway is based in Deerfield, Illinois.
Is Jim Calaway registered with the SEC?
Yes. Jim Calaway is registered as an investment adviser representative in AZ, CA, DC, FL, IL, MA, ME, NE, NH, NJ, VA, WA and WI (CRD 2453853), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Roberts, Glore & manage?
Roberts, Glore & reports $938.4M across 1,158 accounts in assets under management.
How do I contact Jim Calaway?
Through Jim's website, www.robertsglore.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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