Royal Fund Management, LLC

RIASEC Registered

Total AUM

$1.6B

Discretionary

$1.5B

93% of AUM

Avg account

$141K

Accounts

11,041

Employees

93

Advisory reps

86

Firm details

Headquarters: Lady Lake, Florida
CRD number: 144434
Registered since: April 10, 2013
Website: royalfundmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals77.26%
HNWI21.35%
Corporations / Businesses1.38%
Charitable Organizations0.01%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Royal Fund Management, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2013. The firm acts as a capital allocator for both individual/family and institutional clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of other advisers and sub‑advisors. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Royal Fund does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities55%
Public Funds/Mutual Funds41%
Cash & Cash Equivalents3%
Other1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 107

Active vs passive

$680M in ETFs

Passive

97%

$663M

Active

1%

$17.7M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)	Invesco	Passive	Large Growth	$44.1M	59,658	6.49%

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Primary office

Lady Lake, FL

Lake

Location

Lady Lake, FL

Headquartered in Lady Lake, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area: Orlando-Lakeland-Deltona, FL
Region: South
County: Lake
Address: 1515 Buenos Aires Blvd
Time zone: ET (UTC-5)
Office locations

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