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ROYAL FUND MANAGEMENT, LLC
CRD 144434File 801-77918
APPROVED
Retail clients
Disclosure events
Filing as of Jul 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.56B
Above cohort median (national)
Discretionary AUM
$1.45B
Non-discretionary $103.2M
Clients
4,966
11,041 accounts
Employees
93
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 10, 2013
- Principal office
- 1515 BUENOS AIRES BLVD, LADY LAKE, FL, 32159
- Phone
- 352-750-1637
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.56B
- Discretionary AUM
- $1.45B
- Non-discretionary AUM
- $103.2M
- Discretionary accounts
- 10,599
- Non-discretionary accounts
- 442
- Total accounts
- 11,041
- AUM per client
- $314K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 23 | $21.5M |
| Charitable organizations | 3 | $127K |
| High net worth individuals | 375 | $332.5M |
| Individuals (other than high net worth individuals) | 4,565 | $1.20B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.