# ROYAL OAK FINANCIAL ADVISORS, LLC

ROYAL OAK FINANCIAL ADVISORS, LLC of ROYAL OAK, MI is an SEC-registered investment adviser.

## Registration

- CRD: 290152
- Type: SEC-registered investment adviser
- SEC file number: 801-114096
- Location: 512 N. MAIN STREET, ROYAL OAK, MI, 48067
- Phone: 248-709-6134
- Latest filing: 2026-08-05
- Regulatory AUM: $366.1M
- Discretionary AUM: $366.1M
- Clients: 7
- Accounts: 1,584

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Robert Charles Mulcahy | PRINCIPAL | — |
| Paul Edgar Erickson | PRINCIPAL/CCO | — |
| James Brendahl Westwood | PRINCIPAL | — |
| MULCAHY ROBERT CHARLES | MANAGING MEMBER/CCO; PRINCIPAL | — |
| ERICKSON PAUL EDGAR | MEMBER; PRINCIPAL/CCO | — |
| WESTWOOD JAMES BRENDAHL | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290152/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290152/similar
- Related entities: https://search.stillhousedata.com/firm/290152/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290152

---

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.