RIA Intel›Advisers›Florida›ROYAL FUND MANAGEMENT, LLC

ROYAL FUND MANAGEMENT, LLC

Advisory

N·LADY LAKE, FL

Data as of Jul 7, 2026 · Source: SEC Form ADV

Total AUM
$1.6B
1-Year AUM Growth
+25.6%
3-Year CAGR
+17.2%
Employees
83
Assets Under Management
Total AUM$1.6B
Discretionary AUM$1.5B
Non-Discretionary AUM$103M
Discretionary %93.4%
Total Clients6,173
Team
Total Employees83
Investment Advisers93
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record287
First FilingApr 1, 2013
Latest FilingJul 7, 2026
🔒 Full AUM trend chart and 287 historical filings spanning 13+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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