ROYAL FUND MANAGEMENT, LLC

CRD 144434 · SEC 801-77918

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1515 BUENOS AIRES BLVD, LADY LAKE, FL, 32159, United States

Phone

352-750-1637

Fax

877-223-0340

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.56B

Discretionary AUM

$1.45B

Team

93 total employees; 83 advisory reps; 23 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-28

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisersSUB-ADVISOR TO OTHER ADVISERS

Client types

Type	Clients	AUM
Individuals	4565	$1.20B
High net worth individuals	375	$332.5M
Charitable organizations	3	$127K
Corporations/business entities	23	$21.5M

States served

AL, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.instagram.com/401kmaneuver/
HTTP://ROYALFUNDMANAGEMENT.COM
https://www.youtube.com/channel/UCvSNV8fhTazydaeJ0V1np3w
https://www.facebook.com/401kManeuver
https://www.401kmaneuver.com/
https://www.pinterest.com/401kmaneuver/

Official SEC filing: View on IAPD