{
  "crd_number": 111192,
  "slug": "royal-american-financial-advisors-llc-menifee-ca-111192",
  "primary_business_name": "ROYAL AMERICAN FINANCIAL ADVISORS, LLC",
  "legal_name": "ROYAL AMERICAN FINANCIAL ADVISORS, LLC",
  "dbas": [],
  "city": "Menifee",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "40140",
  "metro": {
    "cbsa_code": "40140",
    "common_name": "Riverside",
    "msa_name": "Riverside-San Bernardino-Ontario, CA",
    "path": "/advisors/ca/riverside"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2000-02-23",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 98882257.0,
  "raum_discretionary": 98882257.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 69337012.0,
      "count": 211
    },
    "high_net_worth_individuals": {
      "raum": 29545245.0,
      "count": 14
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://royalam.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111192",
  "city_as_filed": "MENIFEE",
  "url": "https://advisorcensus.com/firm/royal-american-financial-advisors-llc-menifee-ca-111192",
  "display_name": "Royal American Financial Advisors, LLC",
  "summary": "Royal American Financial Advisors, LLC is a state-registered investment advisory firm in Menifee, CA, registered since 2000, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Royal American Financial Advisors, LLC (CRD 111192): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Royal American Financial Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Royal American Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Royal American Financial Advisors, LLC located?",
      "a": "Royal American Financial Advisors, LLC's principal office is in Menifee, CA, according to its Form ADV."
    },
    {
      "q": "Is Royal American Financial Advisors, LLC registered with the SEC or a state?",
      "a": "Royal American Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 111192."
    },
    {
      "q": "How much does Royal American Financial Advisors, LLC manage?",
      "a": "Royal American Financial Advisors, LLC reports $98,882,257 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Royal American Financial Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (211); high net worth individuals (14)."
    },
    {
      "q": "Does Royal American Financial Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/111192"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/royal-american-financial-advisors-llc-menifee-ca-111192.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 211,
      "fewer_than_5": false,
      "raum": 69337012.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 14,
      "fewer_than_5": false,
      "raum": 29545245.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111192",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}