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ROYAL OAK FINANCIAL GROUP
CRD 166391 · SEC 801-122701
5858 HIGH STREET, WORTHINGTON, OH, 43085, United States
Phone
614-842-6090
Fax
614-842-6091
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$366.0M
Discretionary AUM
$366.0M
Team
1 total employees; 0 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 280 | $107.7M |
| High net worth individuals | 119 | $258.3M |
States served
OH, FL
All web addresses on file
Official SEC filing: View on IAPD