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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Royal Oak Financial Group
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|---|---|
| CRD # | 166391 |
| SEC # | 801-122701 |
| CIK # | |
| AUM | $263.0 M (2025-07-03) |
| Employees | 1 (0% Investors, 0% Brokers) |
| Phone | 614-842-6090 |
| Address | 5858 High Street Worthington, OH 43085 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 262 | 163.0 |
| (b) Individuals (high net worth individuals) | 77 | 100.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 339 | 263.0 |
| By Discretionary | ||
| Discretionary | 339 | 263.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 339 | 263.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 263.0 | |
| Total | 339 | 263.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
New England Research & Management Inc
✚
|
IL | 0.3 |
|
Wilson & Boucher Capital Management LLC
✚
|
0.3 | |
|
Baugh & Associates LLC
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|
GA | 0.3 |
|
Lester Financial Group LLC
✚
|
IL | 0.3 |
|
Thoma Capital Management LLC
✚
|
MD | 0.3 |
|
LPFG LLC
✚
|
OH | 0.3 |
|
Beacon Wealthcare LLC
✚
|
NC | 0.3 |
|
Bonner & Smith LLC
✚
|
TX | 0.3 |
|
Treiberg Wealth Management Inc
✚
|
AZ | 0.3 |
|
Enright Mollin Cascio & Ramusevic Inc
✚
|
NY | 0.3 |