Royal Oak Financial Group
● SEC registered since 2021CRD 166391SEC# 801-122701Worthington, OH
Reg. AUM
$366M
Employees
1
Accounts
399
Location
Worthington, OH
Royal Oak Financial Group assets under management
Royal Oak Financial Group is a registered investment adviser overseen by the SEC based in Worthington, OH. The firm has been registered since 2021. It reports $366 million in regulatory assets under management and employs 1 people.
Royal Oak Financial Group owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Martin Jehn Control | Managing Member - Cco | Over 75% | 2012 |
Frequently asked questions
How much does Royal Oak Financial Group manage?
Royal Oak Financial Group reports $366 million in regulatory assets under management on its Form ADV.
How many employees does Royal Oak Financial Group have?
Royal Oak Financial Group reports 1 employees.
Where is Royal Oak Financial Group located?
Royal Oak Financial Group is based in Worthington, OH and has been SEC-registered since 2021.
Does Royal Oak Financial Group disclose fund performance?
Royal Oak Financial Group is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5858 High Street, Worthington, OH 43085 |
| Phone | 614-842-6090 |
| Fax | 614-842-6091 |
| Office hours | 8:00a.m. 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$366M▲ 39%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$366Mregulatory AUM
Discretionary $366M