RIA Intel›Advisers›Georgia›ROYAL FINANCIAL INVESTMENT GROUP, LLC

ROYAL FINANCIAL INVESTMENT GROUP, LLC

Advisory

GA

Data as of Jul 29, 2026 · Source: SEC Form ADV

Average account

$145K

across 41 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 29, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$250K

Discretionary %95.8%

Total Clients50

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, GA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

50 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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LIFESTYLE PLANNING SOLUTIONS, LLC

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WAYPOINT FINANCIAL PLANNING, LLC

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