ROYAL TREASURE ADVISORY LLC

Overview

Royal Treasure Advisory LLC is a small, client-focused wealth advisory firm that provides portfolio management for individuals and small businesses. The firm operates as a limited liability company and charges clients on a percentage-of-AUM basis. Filings show a clear tilt toward liquid equity exposure: exchange-traded equities and ETFs are the dominant allocation type, and the firm identifies equities as its primary preference. It is not positioned as an ESG-driven manager and it does not report multi-state advisory operations. The advisory practice appears to combine standard investment advice with engagement in private fund activity: the firm is listed as a sponsor, general partner and managing member of pooled investment vehicles, and it maintains industry relationships with broker-dealers and accountants. That structure suggests Royal Treasure Advisory can both recommend third‑party alternative managers and take an active role in sponsoring or managing private investment vehicles when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices