Royal Capital Wealth Management LLC

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Royal Capital Wealth Management LLC
CRD #292217
SEC #801-113892
CIK #0001904323
AUM 204.2 M (2026-03-29)
Employees 2 (100% Investors, 0% Brokers)
Phone866-729-6552
Address
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
2502001501005002010201520212027
Sector Form 13F Holdings Value ($M)
Mastercard Inc 10.1
Nvidia Corp 9.8
Microsoft Corp 7.6
Alphabet Inc 7.3
J P Morgan Chase & Co 6.7
Visa Inc 5.3
Apple Inc 4.9
Amazon Com Inc 4.6
Alphabet Inc 4.0
Lilly Eli & Co 3.6
View All
Holdings by Sector ($M)
170136102683402020202220242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 37 11.6
(b) Individuals (high net worth individuals) 31 192.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 202 204.2
By Discretionary
Discretionary 202 204.2
Non-Discretionary 0 0.0
Total 202 204.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 204.2
Total 202 204.2
EDGAR Form CIK 2011 - 2026
13F-HR [0001904323]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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