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Roberto Herencia

Director at Christian Brothers Investment Services

Officer record from the firm’s Form ADVForm ADV filed 26 March 2026

Roberto Herencia is Director of Christian Brothers Investment Services, Inc., a Chicago investment adviser.

Role at Christian Brothers Investment Services

Title on Schedule A
Director
Control
Roberto Herencia is a control person of Christian Brothers Investment Services.
Ownership
An individual ownership band is not available in the source record.
Tenure
Roberto Herencia has held the filed role since July 2022.

The firm

Christian Brothers Investment Services, Inc.
Chicago, IL

Form ADV filed 26 March 2026

$11.9B AUM1 clients3 advisers2 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Roberto Herencia is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Roberto Herencia
CRD
7597116
Firm
Christian Brothers Investment Services, Inc.
Record basis
Form ADV officer listing
Firm bio
cbisonline.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

CBIS lists Roberto Herencia on its Board of Directors. Official CBIS Who We Are and Board page

Education

Common questions

Where does Roberto Herencia work?

Roberto Herencia has been Director of Christian Brothers Investment Services, Inc. since July 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 26 March 2026

Leadership at Christian Brothers Investment Services

Sources

  1. IAPD individual lookup, CRD 7597116. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Christian Brothers Investment Services, Inc., filed 26 March 2026. Title, control and ownership bands.
  3. Christian Brothers Investment Services team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Roberto Herencia or Christian Brothers Investment Services, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.