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Royal Oak Financial Group

● SEC registered since 2021CRD 166391SEC# 801-122701Worthington, OH
Export (members)
Reg. AUM
$263M
Employees
1
Accounts
339
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 $263 million in regulatory assets under management and employs 1 people.
www.royaloakfinancialgroup.comView on SEC.gov ↗

Royal Oak Financial Group owners & executives

1 reported
NameTitleOwnershipSince
Matthew Martin Jehn ControlManaging Member - CcoOver 75%2012

Frequently asked questions

How much does Royal Oak Financial Group manage?

Royal Oak Financial Group reports $263 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

Address5858 High Street, Worthington, OH 43085
Phone614-842-6090
Fax614-842-6091
Office hours8:00a.m. 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$263M
Non-discretionary$0
Total (RAUM)$263M