Overview
Assets Under Management: $1.3 billion
Headquarters: LADY LAKE, FL
High-Net-Worth Clients: 350
Average Client Assets: $765,906
Frequently Asked Questions
ROYAL FUND MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144434), ROYAL FUND MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ROYAL FUND MANAGEMENT, LLC is headquartered in LADY LAKE, FL.
ROYAL FUND MANAGEMENT, LLC serves 350 high-net-worth clients according to their SEC filing dated December 23, 2025. View client details ↓
According to their SEC Form ADV, ROYAL FUND MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ROYAL FUND MANAGEMENT, LLC manages $1.3 billion in client assets according to their SEC filing dated December 23, 2025.
According to their SEC Form ADV, ROYAL FUND MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 350
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.51
Average High-Net-Worth Client Assets: $765,906
Total Client Accounts: 10,143
Discretionary Accounts: 9,843
Non-Discretionary Accounts: 300
Regulatory Filings
CRD Number: 144434
Filing ID: 2035671
Last Filing Date: 2025-12-23 12:59:53
Website: 87