RIA Intel›Advisers›California›ROYAL AMERICAN FINANCIAL ADVISORS, LLC

ROYAL AMERICAN FINANCIAL ADVISORS, LLC

Advisory

MENIFEE, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in CA
#2,820
of 5,480 advisers by AUM
Average account
$439K
across 225 accounts
AUM per adviser
$49M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$99M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$99M
Discretionary AUM$99M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients225
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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