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ROYAL FUND MANAGEMENT, LLC
CRD 144434File 801-77918
APPROVED
Retail clients
Disclosure events
Filing as of Aug 21, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 6,173 | 4,966 | decreased by1,207 |
| Apr 1, 2026 | AUM | $1,307,115,289 | $1,557,484,260 | increased by$250,368,971 |
| Apr 1, 2026 | Accounts | 10,143 | 11,041 | increased by898 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 90 | 93 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6,116 | 6,173 | increased by57 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,108,634,596 | $1,307,115,289 | increased by$198,480,693 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 9,443 | 10,143 | increased by700 |
| Apr 1, 2022 | Employees | 92 | 90 | decreased by2 |
| Apr 1, 2022 | Clients | 5,456 | 6,116 | increased by660 |
| Apr 1, 2022 | AUM | $855,028,535 | $1,108,634,596 | increased by$253,606,061 |
| Apr 1, 2022 | Accounts | 8,218 | 9,443 | increased by1,225 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ROYAL FUND” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ROYAL FUND” may also match similarly-named firms). Confirm identity against each filing.
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.