# Royal Asset Managers

> Royal Asset Managers is a state-registered investment advisory firm, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 128340
- Filed as: ROYAL ASSET MANAGERS
- Legal name: Royal Asset Managers, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128340
- AdvisorCensus page: https://advisorcensus.com/firm/royal-asset-managers-128340

## Quick answers

**How is Royal Asset Managers compensated?**
On its Form ADV (Item 5.E, October 2026), Royal Asset Managers reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Royal Asset Managers registered with the SEC or a state?**
Royal Asset Managers is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 128340.

**How much does Royal Asset Managers manage?**
Royal Asset Managers reports $79,750,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (96% discretionary).

**What types of clients does Royal Asset Managers serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (34); individuals (other than high net worth individuals) (7); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Royal Asset Managers report any disciplinary disclosures?**
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/128340

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $79,750,000
- Discretionary: $76,750,000
- Non-discretionary: $3,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $3,250,000 |
| High net worth individuals | 34 | $75,500,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,000,000 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- royalassetmanagers.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Royal Asset Managers (CRD 128340): Form ADV filing data as of October 2026.
