Royal Capital Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 292217
- Registered since
- August 28, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.3%
- Individuals5.7%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Royal Capital Wealth Management LLC is an independent, individual-owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm is SEC-registered (registration effective 2018) and charges clients on a percentage-of-assets-under-management basis. Its client base is centered on individuals and families rather than institutional pension work; the firm does not position itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Contacts
2 of 2Andrew Johnson
Investment Advisor RepresentativeCRD 837948
Thomas Johnson
Investment Adviser RepresentativeCRD 1215434
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$50M in ETFs
90%
$44.8M
10%
$5.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $24.7M | 33,110 | 49.45% |
Location
, null
Location
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Headquartered in , null.
- Office locations
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