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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 3, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JEHN, MATTHEW, MARTIN | I | MANAGING MEMBER - CCO | E | Control |
| JEHN, MATTHEW, MARTIN | I | MANAGING MEMBER - CCO | E | Control |
| JEHN, MATTHEW, MARTIN | I | MANAGING MEMBER - CCO | E | Control |
| JEHN, MATTHEW, MARTIN | I | MANAGING MEMBER - CCO | E | Control |
| JEHN, MATTHEW, MARTIN | I | MANAGING MEMBER - CCO | E | Control |
| JEHN, MATTHEW, MARTIN | I | MANAGING MEMBER - CCO | E | Control |
| JEHN, MATTHEW, MARTIN | I | MANAGING MEMBER - CCO | E | Control |
| JEHN, MATTHEW, MARTIN | I | MANAGING MEMBER - CCO | E | Control |
| JEHN, MATTHEW, MARTIN | I | MANAGING MEMBER - CCO | E | Control |
| JEHN, MATTHEW, MARTIN | I | MANAGING MEMBER - CCO | E | Control |
| JEHN, MATTHEW, MARTIN | I | MANAGING MEMBER - CCO | E | Control |
| JEHN, MATTHEW, MARTIN | I | MANAGING MEMBER - CCO | E | Control |
| JEHN, MATTHEW, MARTIN | I | MANAGING MEMBER - CCO | E | Control |
Registrations
Federal
IA
Jul 3, 2025 REGISTERED
Notice Filings (2)
FL OH
Address
5858 HIGH STREETWORTHINGTON, OH 43085
United States
Phone: 614-842-6090