Royal Fund Management, LLC

CRD 144434 · Lady Lake, FL · $1.6B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 144434
SEC number: 801-77918
Firm type: RIA
Assets under management: $1.6B as of May 28, 2026
Website: www.instagram.com/401kmaneuver ↗
Phone: 352-750-1637
Address: 1515 Buenos Aires Blvd, Lady Lake, FL, 32159

Advisors at this firm

68 in our index · page 2 of 2

Colette Holst SnyderCRD 6399319 · Lakewood, CO

IA Registered
Mark Royal SorensenCRD 1032948 · Lady Lake, FL

IA Registered

Disclosure event(s) on record
John William StephensCRD 4338015 · Allen, TX

IA Registered

Disclosure event(s) on record
Virginia SchlosserCRD 7803882 · Jacksonville, FL

IA Registered
Camden Andrew SprouseCRD 6804666 · Lees Summit, MO

IA Registered
John Stephens ThomaCRD 1942428 · Richmond, VA

IA Registered
Mark R TriplettCRD 4853084 · Ankeny, IA

IA Registered
Terry Lee TylerCRD 709043 · Lakewood, CO

IA Registered

Disclosure event(s) on record
Joseph Hunter Von UnschuldCRD 1494370 · Albuquerque, NM

IA Registered
Hunter Henry Von UnschuldCRD 7452921 · Albuquerque, NM

IA Registered
Russell Raimund WagnerCRD 3262942 · Stuart, IA

IA Registered
Chuanqi WangCRD 4537661 · Rockford, IL

IA Registered
George Andrew WatsonCRD 4012561 · Chicago, IL

IA Registered

Disclosure event(s) on record
Kevin Robert WingertCRD 1199141 · Urbandale, IA

IA Registered
Luther Harrison WrennCRD 5905095 · Lakeland, FL

IA Registered
Frederick Dean WrightCRD 2680705 · Orlando, FL

IA RegisteredRegistration inactive
Kevin Carl WingertCRD 6656738 · Urbandale, IA

IA Registered
John Azar ZakarCRD 2125684 · Matawan, NJ

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.