ROYAL OAK FINANCIAL GROUP
ROYAL OAK FINANCIAL GROUP of WORTHINGTON, OH is an SEC-registered investment adviser (CRD 166391). Regulatory assets under management: $366.0M.
Registration
- CRD: 166391
- SEC file number: 801-122701
- Type: Registered investment adviser
- 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 | — |
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