ROYAL OAK FINANCIAL GROUP
CRD #166391 SEC #801-122701 WORTHINGTON, OH 614-842-6090
SEC Registered
Total AUM
$263M
Discretionary
$263M
Employees
1
Clients
0
Accounts
339
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $263M | $263M | $0 | 1 | 0 |
| Apr 2025 | $263M | $263M | $0 | 1 | 0 |
| Feb 2025 | $263M | $263M | $0 | 4 | 0 |
| Jan 2025 | $263M | $263M | $0 | 3 | 0 |
| Jul 2024 | $171M | $171M | $0 | 3 | 0 |
| Jan 2024 | $171M | $171M | $0 | 3 | 0 |
| Jan 2023 | $115M | $115M | $0 | 3 | 0 |
| May 2022 | $115M | $115M | $0 | 2 | 0 |
| Jan 2022 | $115M | $115M | $0 | 1 | 0 |
| Dec 2021 | $105M | $105M | $0 | 1 | 0 |
| Oct 2021 | $105M | $105M | $0 | 1 | 0 |
| Oct 2021 | $105M | $105M | $0 | 1 | 0 |
DateJul 2025
Total AUM$263M
Discretionary$263M
Non-Disc.$0
Employees1
Clients0
DateApr 2025
Total AUM$263M
Discretionary$263M
Non-Disc.$0
Employees1
Clients0
DateFeb 2025
Total AUM$263M
Discretionary$263M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$263M
Discretionary$263M
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees1
Clients0
DateDec 2021
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees1
Clients0
DateOct 2021
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees1
Clients0
DateOct 2021
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees1
Clients0