Royal Fund Management, LLC
● SEC registered since 2013CRD 144434SEC# 801-77918Lady Lake, FL
Reg. AUM
$1.56B
Employees
93
Accounts
11,041
Location
Lady Lake, FL
Royal Fund Management, LLC assets under management
Royal Fund Management, LLC operates as an SEC-registered investment adviser based in Lady Lake, FL. The firm has been registered since 2013. It reports $1.6 billion in regulatory assets under management and employs 93 people.
Royal Fund Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Royal Sorensen Control | Managing Member/Chief Executive Officer | Over 75% | 2007 |
| Stephanie Maufroy | Chief Compliance Officer | Under 5% | 2020 |
Frequently asked questions
How much does Royal Fund Management, LLC manage?
Royal Fund Management, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Royal Fund Management, LLC have?
Royal Fund Management, LLC reports 93 employees.
Where is Royal Fund Management, LLC located?
Royal Fund Management, LLC is based in Lady Lake, FL and has been SEC-registered since 2013.
Does Royal Fund Management, LLC disclose fund performance?
Royal Fund Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1515 Buenos Aires Blvd, Lady Lake, FL 32159 |
| Phone | 352-750-1637 |
| Fax | 877-223-0340 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.56B▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$1.56Bregulatory AUM
Discretionary $1.45BNon-discretionary $103.2M