ROYAL FUND MANAGEMENT, LLC

Overview

Royal Fund Management, LLC is an independently owned SEC-registered registered investment adviser formed as an LLC and first registered in 2013. The firm serves both individual and family clients as well as institutional investors and identifies itself as a capital allocator that hires third-party managers. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Compensation arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm reports it is not an active ESG investor and lists an insurance company among its industry affiliations. The firm’s snapshot indicates it does not classify itself as a multi-state adviser, though its operational footprint extends beyond a single state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices