Overview
Assets Under Management: $263 million
Headquarters: WORTHINGTON, OH
High-Net-Worth Clients: 77
Average Client Assets: $1 million
Frequently Asked Questions
ROYAL OAK FINANCIAL GROUP 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 #166391), ROYAL OAK FINANCIAL GROUP is subject to fiduciary duty under federal law.
ROYAL OAK FINANCIAL GROUP is headquartered in WORTHINGTON, OH.
ROYAL OAK FINANCIAL GROUP serves 77 high-net-worth clients according to their SEC filing dated July 03, 2025. View client details ↓
According to their SEC Form ADV, ROYAL OAK FINANCIAL GROUP offers financial planning and portfolio management for individuals. View all service details ↓
ROYAL OAK FINANCIAL GROUP manages $263 million in client assets according to their SEC filing dated July 03, 2025.
According to their SEC Form ADV, ROYAL OAK FINANCIAL GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.02
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 339
Discretionary Accounts: 339
Regulatory Filings
CRD Number: 166391
Filing ID: 2001833
Last Filing Date: 2025-07-03 11:27:00
Website: https://royaloakfinancialgroup.com