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| Royal Capital Wealth Management LLC
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|---|---|
| CRD # | 292217 |
| SEC # | 801-113892 |
| CIK # | 0001904323 |
| AUM | $186.6 M (2025-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 866-729-6552 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Mastercard Inc | 11.3 | ||
| Microsoft Corp | 10.1 | ||
| Nvidia Corp | 8.9 | ||
| J P Morgan Chase & Co | 6.4 | ||
| VISA Inc | 6.2 | ||
| Amazon Com Inc | 4.9 | ||
| Alphabet Inc | 4.5 | ||
| Apple Inc | 4.2 | ||
| Lilly Eli & Co | 2.8 | ||
| Exxon Mobil Corp | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 10.6 |
| (b) Individuals (high net worth individuals) | 29 | 175.9 |
| (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 | 201 | 186.6 |
| By Discretionary | ||
| Discretionary | 201 | 186.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 201 | 186.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.6 | |
| Total | 201 | 186.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001904323] |
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|---|---|---|
|
Clerou Romain Pierre Walsh
✚
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0.2 | |
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Allied Private Wealth
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FL | 0.2 |
|
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CA | 0.2 |
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Woodfield Financial Advisors Inc
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IL | 0.2 |
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Pingora Partners LLC
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TX | 0.2 |
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Miller Avenue Advisors LLC
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|
JM2 Capital Inc
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OK | 0.2 |
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Numa Americas Corp
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FL | 0.2 |
|
Anchor Point Financial LLC
✚
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CA | 0.2 |
|
UP North Financial LLC
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|
MI | 0.2 |