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Royal Asset Managers, LLC (St. Charles)


Royal Asset Managers, LLC is an adviser based in St. Charles. It manages $35 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Illinois.




Royal Asset Managers provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and publication of newsletters. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Royal Asset Managers: assets under management

The assets under management (AUM) of Royal Asset Managers, LLC is $35 million. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $33 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $942.86 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $666.67 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Royal Asset Managers, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in St. Charles

The principal office where Royal Asset Managers, LLC performs its advisory services is located at 1576 N. 5 Th Avenue, St. Charles, IL 60174, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-587-1250. The normal business hours are 8 am - 5 pm on Monday - Friday.


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