Royal Fund Management, LLC
Lady Lake, FL·SEC-registered · CRD #144434
Royal Fund Management, LLC is an SEC-registered investment advisory firm in Lady Lake, FL managing $1.6B across 11k client accounts, with 83 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
11k
Advisory staff
83
Fee model
Fee-based
How Royal Fund Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL ROYAL FUND MANAGEMENT, LLC
See how Royal compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Royal Fund Management, LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Royal Fund Management, LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Royal Fund Management, LLC
How much does Royal Fund Management, LLC manage?
Per its most recent SEC Form ADV filing (05/28/2026), Royal Fund Management, LLC reports $1.6B in regulatory assets under management across roughly 11k client accounts.
How does Royal Fund Management, LLC charge?
Royal Fund Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Royal Fund Management, LLC a fiduciary?
Yes. Royal Fund Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #144434), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Royal Fund Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Royal Fund Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Lady Lake, FL
Profile compiled from Royal Fund Management, LLC's public SEC Form ADV filing (CRD #144434, filed 05/28/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Royal Fund Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Royal Fund Management, LLC? Claim this profile.