← Directory
ROYAL OAK FINANCIAL ADVISORS, LLC
CRD 290152File 801-114096
APPROVED
Retail clients
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$366.1M
Below cohort median (national)
Discretionary AUM
$366.1M
Clients
765
1,584 accounts
Employees
7
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 5, 2018
- Principal office
- 512 N. MAIN STREET, STE. 100, ROYAL OAK, MI, 48067
- Phone
- 248-709-6134
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $366.1M
- Discretionary AUM
- $366.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,584
- Non-discretionary accounts
- 0
- Total accounts
- 1,584
- AUM per client
- $479K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $124K |
| High net worth individuals | 62 | $74.0M |
| Individuals (other than high net worth individuals) | 700 | $292.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.