ROYAL OAK FINANCIAL ADVISORS, LLC

ROYAL OAK FINANCIAL ADVISORS, LLC of ROYAL OAK, MI is an SEC-registered investment adviser (CRD 290152). Regulatory assets under management: $366.1M.

Registration

• CRD: 290152
• SEC file number: 801-114096
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290152 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search