ROYAL OAKS ADVISORS LLC

ROYAL OAKS ADVISORS LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 170757). Regulatory assets under management: $2.4M.

Registration

• CRD: 170757
• Type: Registered investment adviser
• Location: 800 TOWN & COUNTRY BLVD, HOUSTON, TX, 77024
• Phone: (678) 428-4545
• Latest filing: 2025-06-17
• Regulatory AUM: $2.4M
• Discretionary AUM: $2.4M
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Performance.

Clients served: Charities, Investment cos, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170757 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search