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ROYAL OAKS ADVISORS LLC

Advisory

HOUSTON, TX

Data as of Jun 17, 2025 · Source: SEC Form ADV

Rank in TX
#2,612
of 2,813 advisers by AUM
Average account
$2M
across 1 account
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 17, 2025.

Total AUM
$2M
Discretionary %
100%
Clients
7
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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