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| Keyboard |
| Royal Oak Financial Group
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|
|---|---|
| CRD # | 166391 |
| SEC # | 801-122701 |
| CIK # | |
| AUM | 366.0 M (2026-03-06) |
| Employees | 1 (0% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 280 | 107.7 |
| (b) Individuals (high net worth individuals) | 119 | 258.3 |
| (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 | 399 | 366.0 |
| By Discretionary | ||
| Discretionary | 399 | 366.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 399 | 366.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 366.0 | |
| Total | 399 | 366.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ruggaard & Associates LLC
✚
|
OH | 368.6 M |
|
AFT Forsyth & Sober LLC
✚
|
FL | 368.5 M |
|
Lee Johnson Capital Management LLC
✚
|
TX | 368.2 M |
|
T Anton Investment House Inc
✚
|
WI | 366.6 M |
|
Shira Ridge Wealth Management
✚
|
CA | 366.4 M |
|
Prairiewood Capital LLC
✚
|
ND | 365.4 M |
|
FPC Investment Advisory Inc
✚
|
CA | 364.6 M |
|
TL Private Wealth LLC
✚
|
TX | 364.5 M |
|
Synergy Financial Group Ltd
✚
|
364.2 M | |
|
Solitude Financial Services Inc
✚
|
VA | 363.5 M |