Royal Oak Financial Group
Royal Oak Financial Group is an SEC-registered mass-market adviser in Worthington, OH with $366.0M assets under management (AUM, regulatory AUM), +39% over one year. See who owns Royal Oak Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166391, SEC 801-122701, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $366.0M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Worthington, OH
- Employees
- 1
- Clients
- 399
- CRD
- 166391
- Ownership
- JEHN, MATTHEW, MARTIN
How much AUM does Royal Oak Financial Group have?
Royal Oak Financial Group reported $366.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Royal Oak Financial Group?
Disclosed owners and executives of Royal Oak Financial Group include JEHN, MATTHEW, MARTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.