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| Keyboard |
| Royal Oak Financial Advisors LLC
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|---|---|
| CRD # | 290152 |
| SEC # | 801-114096 |
| CIK # | |
| AUM | 366.1 M (2026-03-05) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 248-709-6134 |
| Address | 1709 Crooks Road Royal Oak, MI 48067 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 700 | 292.0 |
| (b) Individuals (high net worth individuals) | 62 | 74.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,584 | 366.1 |
| By Discretionary | ||
| Discretionary | 1,584 | 366.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,584 | 366.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 366.1 | |
| Total | 1,584 | 366.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ODER Investment Management LLC
✚
|
CA | 366.7 M |
|
M E Allison & Co Inc
✚
|
TX | 366.4 M |
|
Sharper & Granite LLC
✚
|
CA | 366.4 M |
|
Financial Life Advisors LLC
✚
|
TX | 366.3 M |
|
Camden Wealth Advisors LLC
✚
|
TX | 366.3 M |
|
Homage Wealth Group LLC
✚
|
TX | 366.2 M |
|
North Capital Inc
✚
|
UT | 365.8 M |
|
Inflection Capital Management LLC
✚
|
CA | 365.6 M |
|
Asset Planning Services Inc
✚
|
LA | 365.6 M |
|
Tealwood Asset Management Inc
✚
|
MN | 365.4 M |