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- Custodian
- American Funds · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-07-2007
- Office Locations
- 73
Office Locations
About Royal Fund Management, LLC
Royal Fund Management is a fee-only investment advisory firm providing independent fiduciary, goal-based investment management and planning. The firm builds portfolios primarily with ETFs and mutual funds and supports retirement-focused needs, including helping employees grow and protect their 401(k) accounts through its 401(k) Maneuver program. No product sales or commissions.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK ROYAL SORENSEN
Chief Executive Officer, Founder, Managing Member
- CRD
- #1032948
- Ownership
- 75% or more
Stephanie Maufroy
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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RICHARD ALLEN ANDERSON
Chief Investment Officer
- CRD
- #2231612
Briley Dalton Baca
Vice President
- CRD
- #7298795
Showing 2 of 83 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,454,322,994 | $137,213 |
| Non-Discretionary | $103,161,266 | $233,397 |
| Total | $1,557,484,260 | $141,064 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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