Fee-only adviser · Carmel, IN
Royal Capital Wealth Management LLC
Royal Capital Wealth Management LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in Carmel, Indiana (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 29, 2026, it reports $204M in regulatory assets under management, 68 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 292217 · SEC file 801-113892 |
| Office | Carmel, IN (mailing address; office not published) |
| Phone | (866) 729-6552 |
| Website | www.rcwmllc.com |
| Regulatory assets under management | $204M |
| Individual clients | 37 non-high-net-worth, 31 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | March 29, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Carmel
- Valeo Financial Advisors, LLC $13.0B
- Shepherd Financial $7.5B
- Oxford Financial Group, Ltd $23.3B
- Goelzer Investment Management $4.5B
- Halter Ferguson Financial Inc $705M
- The Financial Resource Center $642M
See all 25 fee-only advisers in Carmel →
Nearby
- Indianapolis 37 firms
- Zionsville 3 firms
- Indianpolis 1 firm
- Fishers 12 firms
- Noblesville 2 firms
- Brownsburg 2 firms
- Plainfield 1 firm
- Pendleton 1 firm
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