|
⚲
|
| Keyboard |
| Royal Fund Management LLC
✚
|
|
|---|---|
| CRD # | 144434 |
| SEC # | 801-77918 |
| CIK # | 0001810099 |
| AUM | 1,557.5 M (2026-05-28) |
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001810099 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lam Research Corp | 21.4 | ||
| Nvidia Corp | 21.1 | ||
| J P Morgan Chase & Co | 17.0 | ||
| Microsoft Corp | 16.4 | ||
| Alphabet Inc | 14.9 | ||
| Denali Holding Inc | 14.6 | ||
| United Technologies Corp /DE/ | 13.5 | ||
| Apple Inc | 13.3 | ||
| AbbVie Inc | 12.8 | ||
| International Business Machines Corp | 12.5 | ||
| Broadcom Inc | 12.5 | ||
| Robinhood Markets Inc | 12.5 | ||
| Wal Mart Stores Inc | 10.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,565 | 1,203.3 |
| (b) Individuals (high net worth individuals) | 375 | 332.5 |
| (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 | 3 | 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 | 23 | 21.5 |
| (n) Other | 0 | 0.0 |
| Total | 11,041 | 1,557.5 |
| By Discretionary | ||
| Discretionary | 10,599 | 1,454.3 |
| Non-Discretionary | 442 | 103.2 |
| Total | 11,041 | 1,557.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,557.5 | |
| Total | 11,041 | 1,557.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001810099] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 23 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Charter Oak Capital Management LLC
✚
|
NH | 1,569.6 M |
|
Tyche Wealth Partners LLC
✚
|
TX | 1,567.8 M |
|
PER Stirling Capital Management LLC
✚
|
TX | 1,566.0 M |
|
MJP Associates Inc
✚
|
CT | 1,561.8 M |
|
Burton Enright Welch
✚
|
CA | 1,553.1 M |
|
Roble Belko and Company Inc
✚
|
PA | 1,552.9 M |
|
Regatta Capital Group LLC
✚
|
CA | 1,551.7 M |
|
Murray Financial Group LLC
✚
|
MN | 1,551.2 M |
|
CCM Investment Advisers LLC
✚
|
SC | 1,549.6 M |
|
Tritonpoint Wealth LLC
✚
|
MD | 1,549.5 M |