Falcon Royal Investment Management

Overview

Falcon Royal Investment Management is a small, single-office RIA that focuses on portfolio management for individuals and small businesses. The firm operates on a non-discretionary advisory basis and charges clients a percentage-of-AUM fee. Its client base is composed primarily of individual and family clients rather than institutional mandates, and the firm appears to favor liquid, exchange-traded equity exposure as the core of client portfolios. Falcon Royal does not identify as an active ESG investor and is not registered as a multi-state adviser. Investment activity centers on publicly traded equities—likely a mix of ETFs for broad-market and sector exposure alongside selected individual stocks for specific client objectives. The firm supplements public equities with traditional pooled vehicles such as mutual funds and retains the option to allocate to third-party alternative managers, particularly private placements and real estate, when those opportunities match client goals and risk profiles. Falcon Royal lists an accountant among its industry affiliations, reflecting a practice that may coordinate tax or reporting work with accounting professionals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices