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| Royal Capital Wealth Management LLC
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|---|---|
| CRD # | 292217 |
| SEC # | 801-113892 |
| CIK # | 0001904323 |
| AUM | 204.2 M (2026-03-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 866-729-6552 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001904323 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Wal Mart Stores Inc | 2.8 | ||
| Johnson & Johnson | 2.0 | ||
| Blackstone Group LP | 2.0 | ||
| McDonalds Corp | 2.0 | ||
| AbbVie Inc | 1.9 | ||
| UnitedHealth Group Inc | 1.7 | ||
| CME Group Inc | 1.6 | ||
| Automatic Data Processing Inc | 1.1 | ||
| Lowes Companies Inc | 1.1 | ||
| Coca Cola Co | 1.1 | ||
| FPL Group Inc | 1.0 | ||
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| 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 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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205.3 M | |
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Mittelman Wealth Management LLC
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Gehrig Capital Management Inc
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IN | 203.9 M |
|
Moler Capital Management LLC
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Up North Financial LLC
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MI | 203.8 M |
|
Element Squared LLC
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MN | 203.5 M |
|
Kahala Financial Advisors LLC
✚
|
HI | 203.4 M |
|
NHWM LLC
✚
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NJ | 203.3 M |