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 a privately owned SEC-registered advisory firm formed in 2018 that provides portfolio management for individuals and small businesses. It operates under a percentage-of-assets fee model and is organized as an LLC with an individual owner. The firm is focused on traditional wealth management for individual and family clients rather than institutional mandates, and it does not identify as an active ESG investor or a multi-state advisor.
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 2Thomas Johnson
Managing Director and Co-founderCRD 1215434
Andrew Johnson
Investment Advisor RepresentativeCRD 837948
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$42.6M in ETFs
90%
$38.2M
10%
$4.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $21.6M | 33,178 | 50.68% |
Location
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Location
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Headquartered in , null.
- Office locations
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