RIA Intel›Advisers›Utah›ROYAL INVESTMENT ADVISER INC

ROYAL INVESTMENT ADVISER INC

Advisory

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

Average account

$193K

across 1 accounts

AUM per adviser

$193K

1 advisers

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

Total AUM

$193K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$193K

Discretionary AUM$193K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InUT

Succession Risk

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

See plansIncluded with the Intelligence plan

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

1 clients

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

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Advisers of similar size in UT

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

FENWAY FINANCIAL, LLC

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GARRETT CAPITAL PRIVATE EQUITY LLC

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PORTFOLIO MANAGER INTERNATIONAL L.L.C

SALT LAKE CITY, UT

$98K

-67.3% 1Y

SANDLOT PRIVATE WEALTH LLC

OREM, UT

$305K

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