Royal Oak Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Worthington, OH. Its latest Form ADV filing, dated March 6, 2026, reports $366M in regulatory assets under management, 1 employee, 1 office, and 399 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.2% of total clients.
Top client categories% of clientsClients
1
Individuals
70.2%
280
2
HNWI
29.8%
119
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$366Mas of March 6, 2026
Discretionary100.0%
$366M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$366M
Total Accounts399
10Y AUM Change+$261M (+248.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee399:1
10Y Employee Change0 (0.0%)
* 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.