ROYAL AMERICAN FINANCIAL ADVISORS, LLC

ROYAL AMERICAN FINANCIAL ADVISORS, LLC of MENIFEE, CA is an SEC-registered investment adviser (CRD 111192). Regulatory assets under management: $98.9M.

Registration

• CRD: 111192
• Type: Registered investment adviser
• Location: 27192 NEWPORT RD., MENIFEE, CA, 92584
• Phone: 951-679-2065
• Latest filing: 2026-03-30
• Regulatory AUM: $98.9M
• Discretionary AUM: $98.9M
• Clients: 3
• Accounts: 225

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 111192 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search