R
$204.2M Total AUM
$204.2M Disc. AUM
8.7% 3Y CAGR
2 Employees
68 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-22-2018
- Office Locations
- 1
Office Locations
-- Carmel IN
About Royal Capital Wealth Management LLC
Royal Capital Wealth Management LLC is a Carmel-based RIA. The firm has been operating for 8 years. Managing $204.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$102.1M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
8.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ANDREW JAY JOHNSON
Chief Compliance Officer, Managing Director
- CRD
- #837948
- Ownership
- 50% but less than 75%
Available
Available
Available
THOMAS LEE JOHNSON
Financial Advisor, General Partner, Managing Member
- CRD
- #1215434
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,155,428 | $1,010,670 |
| Non-Discretionary | $0 | -- |
| Total | $204,155,428 | $1,010,670 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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