Royal Fund Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lady Lake, FL. Its latest Form ADV filing, dated March 19, 2026, reports $1.6B in regulatory assets under management, 93 employees, 95 offices, and 11,041 accounts.
Assets Under Management
$1.6B
Employees
93
Offices
95 offices
Total Clients
4,966
Primary office
LADY LAKE, FL
1515 BUENOS AIRES BLVD, LADY LAKE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.9% of total clients.
Top client categories% of clientsClients
1
Individuals
91.9%
4,565
2
HNWI
7.6%
375
3
Corporations
0.5%
23
4
Charitable
0.1%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 19, 2026
Discretionary93.4%
$1.5B
93% of total RAUM93.4%
Non-discretionary6.6%
$103M
7% of total RAUM6.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.6B
Total Accounts11,041
10Y AUM Change+$1.2B (+380.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees93
Clients per Employee53:1
10Y Employee Change-14 (-13.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.