RIA Intel›Advisers›Ohio›ROYAL OAK FINANCIAL GROUP

ROYAL OAK FINANCIAL GROUP

Advisory

N·WORTHINGTON, OH

Data as of Mar 6, 2026 · Source: SEC Form ADV

Total AUM
$366M
1-Year AUM Growth
+62.9%
3-Year CAGR
+14.4%
Employees
0
Assets Under Management
Total AUM$366M
Discretionary AUM$366M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients339
Team
Total Employees0
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record9
First FilingOct 15, 2021
Latest FilingMar 6, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 5+ 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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