ROYAL OAK FINANCIAL ADVISORS, LLC

Overview

Royal Oak Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Ownership is held by an individual, and the firm charges clients via a mix of percentage-of-AUM and fixed fees. Royal Oak identifies as a non-capital allocator and does not list ESG investing as an active focus. Royal Oak maintains an industry affiliation with an insurance company, which may influence distribution of insurance-based products or collaborative client solutions. The adviser is structured to deliver discretionary portfolio management and planning services rather than acting primarily as a multi-state consultant or family office.

Assets & Accounts

Public Holdings

Investments & Alternatives