Royale Investment Advisor LLC

Overview

Royale Investment Advisor LLC is a small, independent registered investment advisor that focuses on financial planning and portfolio management for individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and also offers hourly and fixed-fee arrangements, which supports both ongoing advisory relationships and stand‑alone planning engagements. Royale operates primarily in a non‑discretionary capacity, providing advice and implementation guidance while clients retain final trading authority. Investment activity centers on equity exposure—exchange‑traded equities and ETFs are the dominant asset class—and the firm supplements those positions with mutual funds and annuities where appropriate. Royale is not positioned as an ESG specialist and does not market pension consulting or multi‑state advisory services. While the firm does not act as a capital allocator in the sense of running a diversified fund platform, it does use third‑party managers to gain alternative real estate exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices