Regal Oak Financial, LLC

Overview

Regal Oak Financial, LLC is an Illinois-registered limited liability company that provides financial planning, portfolio management for individuals and small businesses, and publishes periodicals or newsletters. The firm bills clients through a mix of fee arrangements — percentage of assets under management, hourly charges, and fixed fees — and is organized as a domestic entity with individual ownership. Regulatory disclosures indicate it does not position itself as a capital allocator, does not pursue active ESG investing, and is not a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices