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| Happy Holidays!! thanks for using AUM13F!! |
| Royal Fund Management LLC
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| CRD # | 144434 |
| SEC # | 801-77918 |
| CIK # | 0001810099 |
| AUM | $1.3 B (2025-07-25) |
| Employees | 93 (89% Investors, 0% Brokers) |
| Phone | 352-750-1637 |
| Address | 1515 Buenos Aires Blvd Lady Lake, FL 32159 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 31.1 | ||
| Nvidia Corp | 23.6 | ||
| Robinhood Markets Inc | 19.5 | ||
| Broadcom Inc | 16.1 | ||
| J P Morgan Chase & Co | 14.7 | ||
| Uber Technologies Inc | 13.9 | ||
| SPDR Gold Trust | 11.4 | ||
| CAVA Group Inc | 9.7 | ||
| GS Acquisition Holdings Corp | 9.5 | ||
| Qualcomm Inc/DE | 9.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,798 | 1,019.6 |
| (b) Individuals (high net worth individuals) | 350 | 268.1 |
| (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 | 4 | 0.1 |
| (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 | 21 | 19.4 |
| (n) Other | 0 | 0.0 |
| Total | 10,143 | 1,307.1 |
| By Discretionary | ||
| Discretionary | 9,843 | 1,239.4 |
| Non-Discretionary | 300 | 67.7 |
| Total | 10,143 | 1,307.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,307.1 | |
| Total | 10,143 | 1,307.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001810099] |
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|---|---|---|
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Tyche Wealth Partners LLC
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Tamar Securities LLC
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