# ROYAL OAK FINANCIAL GROUP

ROYAL OAK FINANCIAL GROUP of WORTHINGTON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 166391
- Type: SEC-registered investment adviser
- SEC file number: 801-122701
- Location: 5858 HIGH STREET, WORTHINGTON, OH, 43085
- Phone: 614-842-6090
- Latest filing: 2026-03-06
- Regulatory AUM: $366.0M
- Discretionary AUM: $366.0M
- Clients: 1
- Accounts: 399

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Martin Jehn | MANAGING MEMBER - CCO | — |
| JEHN MATTHEW MARTIN | MANAGING MEMBER - CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166391/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166391/similar
- Related entities: https://search.stillhousedata.com/firm/166391/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166391

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.