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Royal Fund Management

Full company profile

uuid000gd1m

Namestring
Royal Fund Management
Legal namestring
Royal Fund Management, LLC
Websiteurl
royalfundmanagement.com
Company typeenum
Private
Founded yearint
2007
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersThe Villages, United States
HQ citystring
The Villages
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
investment advisory services, wealth management, retirement planning, fiduciary advisory, 401(k) management
Industry1 code
1Discretionary Portfolio Management (Retail)
CodeFSAAAAAHPrimaryYes
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Wealth Management
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Investment Advisory Fees
TypeSubscription Recurring
Description

Royal Fund Management operates as a fee-only investment adviser, meaning it does not earn commissions from selling financial products. The firm earns revenue through advisory fees charged to clients for investment management services. This fiduciary model aligns the firm's interests with those of its clients.

royalfundmanagement.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Marketing or Sales, Technology or R&D
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Royal Fund Management is a fee-only registered investment adviser providing independent fiduciary investment advisory services to individual investors. The firm manages portfolios on a discretionary basis, advises on 401(k) accounts through its 401k Maneuver program, and produces regular market commentary content, without selling financial products or earning commissions.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Royal Fund Management is a fee-only investment advisory firm offering independent fiduciary services. The core offering is investment advisory services that prioritize client interests without commission-based product sales. Additional services include 401(k) account management through the 401k Maneuver program and market commentary videos. The firm does not sell financial products or receive commissions, maintaining a fiduciary obligation to clients.

Product and service2 records
1Investment Advisory Services
CategoryWealth Management
Description

Fee-only investment advisory service providing independent fiduciary responsibility for individual investors, without selling financial products or receiving commissions. The firm is obligated to act in the client's best interest and manages portfolios based on individual goals and long-term investment strategy.

2401(k) Management (401k Maneuver)
CategoryRetirement Planning
Description

401(k) account management and guidance service that helps employees grow and protect their retirement accounts, branded as the 401k Maneuver program.

Partnership1 partner
1Charles Schwab
Strategic tierCoreTypeTechnology or Integration
Description

Royal Fund Management clients access their accounts through Schwab's custodial platform. The firm maintains Client Account Access and IAR Access portals linked to Schwab's systems, indicating a technology partnership for account administration and custody services.

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
1Creative Planning
TypeDirect peer
Description

Large fee-only RIA serving individual and family clients across the U.S. with discretionary portfolio management and retirement planning. Closely comparable to RFM in fiduciary model, customer type, and recurring advisory fee revenue structure.

2Mariner Wealth Advisors
TypeDirect peer
Description

National fee-only RIA providing investment advisory, financial planning, and retirement services to individuals and institutions. Comparable in fiduciary structure, retail client focus, and recurring advisory fee model.

3Carson Group
TypeDirect peer
Description

RIA platform serving individual investors with fee-only wealth management and 401(k) advisory services. Direct overlap with RFM in client segment (retail investors), 401(k) advisory offering, and fee-based fiduciary model.

4Edelman Financial Engines
TypeBroad incumbent
Description

Largest U.S. independent RIA combining Edelman Financial Services with Financial Engines' workplace 401(k) advisory. Overlaps RFM in retail retirement advice but operates at national scale with a workplace channel RFM cannot match.

5Fisher Investments
TypeBroad incumbent
Description

Large RIA primarily managing portfolios for high-net-worth retail investors. Same individual-investor client profile and discretionary portfolio management approach as RFM, but at materially larger AUM scale.

6Buckingham Strategic Wealth
TypeDirect peer
Description

Fee-only RIA delivering fiduciary investment management and retirement planning to individuals nationwide. Closely aligned with RFM in fee-only structure, individual-investor focus, and recurring advisory revenue.

7Facet Wealth
TypeEmerging player
Description

Flat-fee digital RIA serving mass-affluent and HNW clients with fiduciary planning and investment advice. Competitively comparable to RFM in retail advisory market but differentiated by flat-fee digital delivery model.

8Personal Capital / Empower
TypeEmerging player
Description

Hybrid digital RIA combining automated portfolio management with human advisors for mass-affluent and HNW clients. Similar end-customer and competing against RFM's discretionary advisory service with a tech-enabled model.

9Charles Schwab Intelligent Portfolios
TypeOthers
Description

Schwab's robo-advisor platform competing directly for mass-affluent clients via automated portfolio management. Relevant as RFM's custody partner and a competitive substitute for its advisory service at the lower end of the wealth spectrum.

10Betterment
TypeEmerging player
Description

Leading U.S. robo-advisor offering automated discretionary portfolio management to retail investors. Competes with RFM for retirement-savings-focused clients, particularly cost-conscious mass-market segments.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Royal Fund Management

Wealth Managementroyalfundmanagement.com

Royal Fund Management firmographics

Firmographics
Name
Royal Fund Management
Legal name
Royal Fund Management, LLC
Website
https://royalfundmanagement.com
Company type
Private
Founded year
2007
Operating status
Operating
Headcount range
101–250 employees
Ownership category
akta.pro rank

Royal Fund Management industry classification

Industry
Product category
Wealth Management
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Discretionary Portfolio Management (Retail) (FSAAAAAH)

Keywords

  • Investment advisory services
  • Wealth management
  • Retirement planning
  • Fiduciary advisory
  • 401(k) management

Where Royal Fund Management is headquartered

Location

Headquarters

HQ city
The Villages
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Royal Fund Management business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

  1. Investment Advisory Fees: Royal Fund Management operates as a fee-only investment adviser, meaning it does not earn commissions from selling financial products. The firm earns revenue through advisory fees charged to clients for investment management services. This fiduciary model aligns the firm's interests with those of its clients.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Royal Fund Management product offering

Product offering

Core offering

Royal Fund Management is a fee-only registered investment adviser providing independent fiduciary investment advisory services to individual investors. The firm manages portfolios on a discretionary basis, advises on 401(k) accounts through its 401k Maneuver program, and produces regular market commentary content, without selling financial products or earning commissions.

Product overview

Royal Fund Management is a fee-only investment advisory firm offering independent fiduciary services. The core offering is investment advisory services that prioritize client interests without commission-based product sales. Additional services include 401(k) account management through the 401k Maneuver program and market commentary videos. The firm does not sell financial products or receive commissions, maintaining a fiduciary obligation to clients.

Differentiator

Problem solved

Functional benefit

Products and services

  • Investment Advisory Services Fee-only investment advisory service providing independent fiduciary responsibility for individual investors, without selling financial products or receiving commissions. The firm is obligated to act in the client's best interest and manages portfolios based on individual goals and long-term investment strategy.
  • 401(k) Management (401k Maneuver) 401(k) account management and guidance service that helps employees grow and protect their retirement accounts, branded as the 401k Maneuver program.

Companies that use Royal Fund Management

Customer profile

Segments1 record

Ideal customer profiles1 record

Royal Fund Management technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Royal Fund Management partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • Charles SchwabcoreTechnology or IntegrationRoyal Fund Management clients access their accounts through Schwab's custodial platform. The firm maintains Client Account Access and IAR Access portals linked to Schwab's systems, indicating a technology partnership for account administration and custody services.

Recent moves5 records

Expansion highlights4 records

Royal Fund Management competitors and assessment

Company assessment

Direct peers

  • Creative Planning: Large fee-only RIA serving individual and family clients across the U.S. with discretionary portfolio management and retirement planning. Closely comparable to RFM in fiduciary model, customer type, and recurring advisory fee revenue structure.
  • Mariner Wealth Advisors: National fee-only RIA providing investment advisory, financial planning, and retirement services to individuals and institutions. Comparable in fiduciary structure, retail client focus, and recurring advisory fee model.
  • Carson Group: RIA platform serving individual investors with fee-only wealth management and 401(k) advisory services. Direct overlap with RFM in client segment (retail investors), 401(k) advisory offering, and fee-based fiduciary model.
  • Buckingham Strategic Wealth: Fee-only RIA delivering fiduciary investment management and retirement planning to individuals nationwide. Closely aligned with RFM in fee-only structure, individual-investor focus, and recurring advisory revenue.

Broad incumbents

  • Edelman Financial Engines: Largest U.S. independent RIA combining Edelman Financial Services with Financial Engines' workplace 401(k) advisory. Overlaps RFM in retail retirement advice but operates at national scale with a workplace channel RFM cannot match.
  • Fisher Investments: Large RIA primarily managing portfolios for high-net-worth retail investors. Same individual-investor client profile and discretionary portfolio management approach as RFM, but at materially larger AUM scale.

Emerging players

  • Facet Wealth: Flat-fee digital RIA serving mass-affluent and HNW clients with fiduciary planning and investment advice. Competitively comparable to RFM in retail advisory market but differentiated by flat-fee digital delivery model.
  • Personal Capital / Empower: Hybrid digital RIA combining automated portfolio management with human advisors for mass-affluent and HNW clients. Similar end-customer and competing against RFM's discretionary advisory service with a tech-enabled model.
  • Betterment: Leading U.S. robo-advisor offering automated discretionary portfolio management to retail investors. Competes with RFM for retirement-savings-focused clients, particularly cost-conscious mass-market segments.

Others

  • Charles Schwab Intelligent Portfolios: Schwab's robo-advisor platform competing directly for mass-affluent clients via automated portfolio management. Relevant as RFM's custody partner and a competitive substitute for its advisory service at the lower end of the wealth spectrum.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Royal Fund Management social profiles

Digital presence

Royal Fund Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Royal Fund Management leadership team

Management profile

Number of profiles

Profiles1 record

Royal Fund Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Royal Fund Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Royal Fund Management

What does Royal Fund Management do?

Royal Fund Management is a fee-only registered investment adviser providing independent fiduciary investment advisory services to individual investors. The firm manages portfolios on a discretionary basis, advises on 401(k) accounts through its 401k Maneuver program, and produces regular market commentary content, without selling financial products or earning commissions.

Is Royal Fund Management a public or private company?

Royal Fund Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Royal Fund Management founded?

Royal Fund Management was founded in 2007. It employs 101 to 250 people.

Where is Royal Fund Management based?

Royal Fund Management is headquartered in The Villages, United States, in the North America region.

How does Royal Fund Management make money?

One revenue line is on record: investment Advisory Fees.

Who are Royal Fund Management's main competitors?

Direct peers on record are Creative Planning, Mariner Wealth Advisors, Carson Group and Buckingham Strategic Wealth. Broad incumbents are Edelman Financial Engines and Fisher Investments. Emerging players are Facet Wealth, Personal Capital / Empower and Betterment. Charles Schwab Intelligent Portfolios is listed as an others.

Does Royal Fund Management have an API?

No public API is recorded for Royal Fund Management.

What industry is Royal Fund Management in?

Royal Fund Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
Defense WorldRoyal Fund Management LLC Has $16.38 Million Position in Microsoft Corporation $MSFTRoyal Fund Management LLC increased its Microsoft stake by 3.8% in Q2, holding 43,902 shares worth $16.38 million. Microsoft reported Q2 EPS of $4.74, beating estimates, with revenue of $90.01 billion. Analysts rate the stock a Moderate Buy with an average target of $564.27.Markets DailyRoyal Fund Management LLC Grows Stock Position in Microsoft Corporation $MSFTRoyal Fund Management LLC raised its stock position in Microsoft Corporation by 12.0% in the 1st quarter, now owning 42,300 shares valued at approximately $15.7 million. This increase represents Microsoft's 8th largest position within Royal Fund Management’s investment portfolio. Analysts have shown continued confidence in Microsoft's growth prospects, citing strong demand for its Azure services and Microsoft 365 Copilot.MarketBeatRoyal Fund Management LLC Trims Holdings in Cloudflare, Inc. $NETRoyal Fund Management LLC reduced its stake in Cloudflare by 72.1% during the second quarter, selling 10,600 shares as part of broader institutional trading activity involving firms like Jupiter Asset Management and Pictet Asset Management. Cloudflare recently reported strong second-quarter financial results, with revenue of $696.06 million beating analyst estimates and a year-over-year increase of 35.9%.Ticker ReportRoyal Fund Management LLC Purchases 7,283 Shares of iShares 20+ Year Treasury Bond ETF $TLTRoyal Fund Management LLC increased its stake in the iShares 20+ Year Treasury Bond ETF by 3.6% during the second quarter, acquiring an additional 7,283 shares to hold a total of 208,015 shares valued at approximately $17.9 million. Other institutional investors, including Gunpowder Capital Management LLC and Summer Road LLC, also adjusted their positions in the exchange-traded fund during recent quarters. The ETF, which tracks U.S. Treasury bonds with maturities over 20 years, recently paid a dividend of $0.3305 per share.Ticker ReportRoyal Fund Management LLC Buys 3,100 Shares of NetApp, Inc. $NTAPRoyal Fund Management LLC increased its stake in NetApp, Inc. by 60.8% in the first quarter, acquiring 3,100 additional shares to hold 8,198 shares worth approximately $839,000. NetApp reported quarterly earnings of $2.03 EPS, missing consensus estimates by $0.24, though revenue of $1.95 billion exceeded expectations and grew 12.5% year-over-year. Multiple analysts subsequently upgraded NetApp with price targets ranging from $180 to $200, while the company also announced a quarterly dividend of $0.52 per share.Ticker ReportRoyal Fund Management LLC Buys Shares of 62,997 Sony Corporation $SONYRoyal Fund Management LLC initiated a new position in Sony Corporation by purchasing 62,997 shares valued at approximately $1.3 million during the first quarter. Multiple other institutional investors, including Bank of America Corp and Arkadios Wealth Advisors, also increased their holdings in the company's stock during the same period. This activity follows recent earnings results where Sony missed analyst EPS estimates despite reporting higher quarterly revenue.Defense WorldRoyal Fund Management LLC Raises Holdings in JPMorgan Chase & Co. $JPMRoyal Fund Management LLC increased its stake in JPMorgan Chase & Co. by 19.9% during the fourth quarter, acquiring 8,405 additional shares to hold 50,712 shares worth approximately $16.2 million as of the SEC filing date. JPMorgan Chase reported quarterly earnings of $5.23 per share, beating analyst consensus estimates of $4.93, with revenue of $45.80 billion representing a 7.1% year-over-year increase, while also announcing a quarterly dividend of $1.50 per share.MarketBeatRoyal Fund Management LLC Raises Stock Holdings in Iron Mountain Incorporated $IRMRoyal Fund Management LLC raised its stake in Iron Mountain Incorporated by 236.1% during the fourth quarter, bringing its holdings to 46,030 shares worth approximately $3.82 million, according to its SEC disclosure. Multiple other institutional investors, including UBS AM, Invesco Ltd., Vontobel Holding Ltd., Amundi, and Centersquare Investment Management LLC, also increased their positions in the information management company during the period. Meanwhile, CEO William L. Meaney and EVP Mithu Bhargava collectively sold approximately $16.7 million in shares, with analysts maintaining a 'Moderate Buy' rating and the company announcing a quarterly dividend of $0.864 per share.