Active
ROYAL OAK FINANCIAL GROUP
Investment Advice|WORTHINGTON, OH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$263M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 263.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 166391 |
| SEC Number | 801-122701 |
| Street Address | 5858 HIGH STREET |
| Location | WORTHINGTON, OH 43085 |
| Country | United States |
| Phone | 614-842-6090 |
| Fax | 614-842-6091 |
| Total Employees | 1 |
| Business Types | insurance_broker |
Client Count by Type (339 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 262 |
| High Net Worth Individual… | 77 |
Community Partners
CITY OF BEXLEY
CITY OF CANAL WINCHESTER
CITY OF COLUMBUS
CITY OF GAHANNA
CITY OF GROVE
CITY OF HILLIARD
CITY OF NEW ALBANY
CITY OF OBETZ
CITY OF REYNOLDSBURG
CITY OF WORTHINGTON
TOWNSHIP OF BLENDON
TOWNSHIP OF CLINTON
TOWNSHIP OF HAMILTON
TOWNSHIP OF NORWICH
TOWNSHIP OF PLAIN
TOWNSHIP OF PRAIRIE
TOWNSHIP OF SHARON
TOWNSHIP OF TRURO
VILLAGE OF BRICE
VILLAGE OF HARRISBURG
CITY OF BEXLEY
CITY OF CANAL WINCHESTER
CITY OF COLUMBUS
CITY OF GAHANNA
CITY OF GROVE
CITY OF HILLIARD
CITY OF NEW ALBANY
CITY OF OBETZ
CITY OF REYNOLDSBURG
CITY OF WORTHINGTON
TOWNSHIP OF BLENDON
TOWNSHIP OF CLINTON
TOWNSHIP OF HAMILTON
TOWNSHIP OF NORWICH
TOWNSHIP OF PLAIN
TOWNSHIP OF PRAIRIE
TOWNSHIP OF SHARON
TOWNSHIP OF TRURO
VILLAGE OF BRICE
VILLAGE OF HARRISBURG
CITY OF BEXLEY
CITY OF CANAL WINCHESTER
CITY OF COLUMBUS
CITY OF GAHANNA
CITY OF GROVE
CITY OF HILLIARD
CITY OF NEW ALBANY
CITY OF OBETZ
CITY OF REYNOLDSBURG
CITY OF WORTHINGTON
TOWNSHIP OF BLENDON
TOWNSHIP OF CLINTON
TOWNSHIP OF HAMILTON
TOWNSHIP OF NORWICH
TOWNSHIP OF PLAIN
TOWNSHIP OF PRAIRIE
TOWNSHIP OF SHARON
TOWNSHIP OF TRURO
VILLAGE OF BRICE
VILLAGE OF HARRISBURG
Municipal Government
25 Active
25
Organizations
555 WEST GOODALE NEW COMMUNITY AUTHORITY
ALCOHOL DRUG & MENTAL HEALTH BOARD
ALLIANCE FOR HIGH QUALITY EDUCATION
ALTON PLACE COMMUNITY AUTHORITY
BEULAH PARK NEW COMMUNITY AUTHORITY
BRIDGE PARK NEW COMMUNITY AUTHORITY
CANAL WINCHESTER JOINT RECREATION DISTRICT
CENTRAL COLLEGE COMMUNITY DEVELOPMENT AUTHORITY
CENTRAL OHIO HEALTH CARE CONSORTIUM
CENTRAL OHIO INTEROPERABLE RADIO SYSTEM
CENTRAL OHIO RISK MANAGEMENT ASSOCIATION SELF INSURANCE POOL INC
CENTRAL OHIO SOLID WASTE AUTHORITY
COLUMBUS AND FRANKLIN COUNTY METROPOLITAN PARK DISTRICT
COLUMBUS, CITY OF
COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY
CONCORD SCIOTO COMMUNITY AUTHORITY
CONFLUENCE COMMUNITY AUTHORITY
COUNCIL OF GOVERNMENTS FOR THE CENTRAL OHIO AREA AGENCY ON AGING
COUNTY EMPLOYEE BENEFITS CONSORTIUM OF OHIO
COUNTY RISK SHARING AUTHORITY
555 WEST GOODALE NEW COMMUNITY AUTHORITY
ALCOHOL DRUG & MENTAL HEALTH BOARD
ALLIANCE FOR HIGH QUALITY EDUCATION
ALTON PLACE COMMUNITY AUTHORITY
BEULAH PARK NEW COMMUNITY AUTHORITY
BRIDGE PARK NEW COMMUNITY AUTHORITY
CANAL WINCHESTER JOINT RECREATION DISTRICT
CENTRAL COLLEGE COMMUNITY DEVELOPMENT AUTHORITY
CENTRAL OHIO HEALTH CARE CONSORTIUM
CENTRAL OHIO INTEROPERABLE RADIO SYSTEM
CENTRAL OHIO RISK MANAGEMENT ASSOCIATION SELF INSURANCE POOL INC
CENTRAL OHIO SOLID WASTE AUTHORITY
COLUMBUS AND FRANKLIN COUNTY METROPOLITAN PARK DISTRICT
COLUMBUS, CITY OF
COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY
CONCORD SCIOTO COMMUNITY AUTHORITY
CONFLUENCE COMMUNITY AUTHORITY
COUNCIL OF GOVERNMENTS FOR THE CENTRAL OHIO AREA AGENCY ON AGING
COUNTY EMPLOYEE BENEFITS CONSORTIUM OF OHIO
COUNTY RISK SHARING AUTHORITY
555 WEST GOODALE NEW COMMUNITY AUTHORITY
ALCOHOL DRUG & MENTAL HEALTH BOARD
ALLIANCE FOR HIGH QUALITY EDUCATION
ALTON PLACE COMMUNITY AUTHORITY
BEULAH PARK NEW COMMUNITY AUTHORITY
BRIDGE PARK NEW COMMUNITY AUTHORITY
CANAL WINCHESTER JOINT RECREATION DISTRICT
CENTRAL COLLEGE COMMUNITY DEVELOPMENT AUTHORITY
CENTRAL OHIO HEALTH CARE CONSORTIUM
CENTRAL OHIO INTEROPERABLE RADIO SYSTEM
CENTRAL OHIO RISK MANAGEMENT ASSOCIATION SELF INSURANCE POOL INC
CENTRAL OHIO SOLID WASTE AUTHORITY
COLUMBUS AND FRANKLIN COUNTY METROPOLITAN PARK DISTRICT
COLUMBUS, CITY OF
COLUMBUS-FRANKLIN COUNTY FINANCE AUTHORITY
CONCORD SCIOTO COMMUNITY AUTHORITY
CONFLUENCE COMMUNITY AUTHORITY
COUNCIL OF GOVERNMENTS FOR THE CENTRAL OHIO AREA AGENCY ON AGING
COUNTY EMPLOYEE BENEFITS CONSORTIUM OF OHIO
COUNTY RISK SHARING AUTHORITY
Special District
50 Active
50
Organizations
BEXLEY CITY SCH DIST
CANAL WINCHESTER LO SCH DIST
COLUMBUS CITY SCH DIST
DUBLIN CITY SCHOOL DISTRICT
EASTLAND-FAIRFIELD CAREER & TECHNICAL SCH DIST
GAHANNA JEFFERSON CITY SCH DIS T
GRANDVIEW HGTS CITY SCH DIST
GROVEPORT MADISON LOCAL SCH DIST
HAMILTON LOCAL SCH DIST
HILLIARD CITY SCHOOL DIST
OHIO CONNECTIONS ACADEMY, INC.
PLAIN LOCAL SCH DIST
REYNOLDSBURG CITY SCH DIST
SOUTH-WESTERN CITY SCHOOL DIST
UPPER ARLINGTON CITY SCH DIST
WESTERVILLE CITY SCH DIST
WHITEHALL CITY SCH DIST
WORTHINGTON CITY SCH DIST
BEXLEY CITY SCH DIST
CANAL WINCHESTER LO SCH DIST
COLUMBUS CITY SCH DIST
DUBLIN CITY SCHOOL DISTRICT
EASTLAND-FAIRFIELD CAREER & TECHNICAL SCH DIST
GAHANNA JEFFERSON CITY SCH DIS T
GRANDVIEW HGTS CITY SCH DIST
GROVEPORT MADISON LOCAL SCH DIST
HAMILTON LOCAL SCH DIST
HILLIARD CITY SCHOOL DIST
OHIO CONNECTIONS ACADEMY, INC.
PLAIN LOCAL SCH DIST
REYNOLDSBURG CITY SCH DIST
SOUTH-WESTERN CITY SCHOOL DIST
UPPER ARLINGTON CITY SCH DIST
WESTERVILLE CITY SCH DIST
WHITEHALL CITY SCH DIST
WORTHINGTON CITY SCH DIST
BEXLEY CITY SCH DIST
CANAL WINCHESTER LO SCH DIST
COLUMBUS CITY SCH DIST
DUBLIN CITY SCHOOL DISTRICT
EASTLAND-FAIRFIELD CAREER & TECHNICAL SCH DIST
GAHANNA JEFFERSON CITY SCH DIS T
GRANDVIEW HGTS CITY SCH DIST
GROVEPORT MADISON LOCAL SCH DIST
HAMILTON LOCAL SCH DIST
HILLIARD CITY SCHOOL DIST
OHIO CONNECTIONS ACADEMY, INC.
PLAIN LOCAL SCH DIST
REYNOLDSBURG CITY SCH DIST
SOUTH-WESTERN CITY SCHOOL DIST
UPPER ARLINGTON CITY SCH DIST
WESTERVILLE CITY SCH DIST
WHITEHALL CITY SCH DIST
WORTHINGTON CITY SCH DIST
School District
18 Active
18
Organizations
100 BLACK WOMEN COLUMBUS
1WORTHINGTON
3 Levels of Greatness
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
501 CENTRAL OHIO CHAPTER
50 STARS YUVA CLUB
5COLUMNS
ABELIA
ABRAHAM ALEMAYOH LEGACY FOUNDATION
ACTION MINISTRIES
ACTION OHIO COALITION FOR BATTERED
ACTION POUR LE PROGRES DES FEMMES
ACTIVITY CLUB OF THOMAS WORTHINGTON HIGH SCHOOL
ADONAI ASSISTANCE INC
ADULT ADVOCACY CENTERS
ADVANCED INFORMATION MANAGEMENT SERVICES
ADVENTURE UNLEASHED
AGLOW INTERNATIONAL
Agonis Club of Columbus
A HEART FOR THE COMMUNITY
100 BLACK WOMEN COLUMBUS
1WORTHINGTON
3 Levels of Greatness
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
501 CENTRAL OHIO CHAPTER
50 STARS YUVA CLUB
5COLUMNS
ABELIA
ABRAHAM ALEMAYOH LEGACY FOUNDATION
ACTION MINISTRIES
ACTION OHIO COALITION FOR BATTERED
ACTION POUR LE PROGRES DES FEMMES
ACTIVITY CLUB OF THOMAS WORTHINGTON HIGH SCHOOL
ADONAI ASSISTANCE INC
ADULT ADVOCACY CENTERS
ADVANCED INFORMATION MANAGEMENT SERVICES
ADVENTURE UNLEASHED
AGLOW INTERNATIONAL
Agonis Club of Columbus
A HEART FOR THE COMMUNITY
100 BLACK WOMEN COLUMBUS
1WORTHINGTON
3 Levels of Greatness
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
501 CENTRAL OHIO CHAPTER
50 STARS YUVA CLUB
5COLUMNS
ABELIA
ABRAHAM ALEMAYOH LEGACY FOUNDATION
ACTION MINISTRIES
ACTION OHIO COALITION FOR BATTERED
ACTION POUR LE PROGRES DES FEMMES
ACTIVITY CLUB OF THOMAS WORTHINGTON HIGH SCHOOL
ADONAI ASSISTANCE INC
ADULT ADVOCACY CENTERS
ADVANCED INFORMATION MANAGEMENT SERVICES
ADVENTURE UNLEASHED
AGLOW INTERNATIONAL
Agonis Club of Columbus
A HEART FOR THE COMMUNITY
Nonprofit Organization
1129 Active
1129
Organizations
Community Partners143 organizations
CITY OF NEW ALBANY
Municipal Government·NEW ALBANY
CITY OF REYNOLDSBURG
Municipal Government·REYNOLDSBURG
TOWNSHIP OF BLENDON
Municipal Government·WESTERVILLE
TOWNSHIP OF CLINTON
Municipal Government·COLUMBUS
TOWNSHIP OF HAMILTON
Municipal Government·LOCKBOURNE
TOWNSHIP OF PLAIN
Municipal Government·NEW ALBANY
TOWNSHIP OF PRAIRIE
Municipal Government·COLUMBUS
VILLAGE OF HARRISBURG
Municipal Government·HARRISBURG
VILLAGE OF LOCKBOURNE
Municipal Government·LOCKBOURNE
555 WEST GOODALE NEW COMMUNITY AUTHORITY
Special District·COLUMBUS
ALCOHOL DRUG & MENTAL HEALTH BOARD
Special District·COLUMBUS
ALLIANCE FOR HIGH QUALITY EDUCATION
Special District·UPPER ARLINGTON
ALTON PLACE COMMUNITY AUTHORITY
Special District·HILLIARD
BEULAH PARK NEW COMMUNITY AUTHORITY
Special District·COLUMBUS
BRIDGE PARK NEW COMMUNITY AUTHORITY
Special District·DUBLIN
CANAL WINCHESTER JOINT RECREATION DISTRICT
Special District·CANAL WINCHESTER
CENTRAL COLLEGE COMMUNITY DEVELOPMENT AUTHORITY
Special District·COLUMBUS
CENTRAL OHIO HEALTH CARE CONSORTIUM
Special District·GAHANNA
CENTRAL OHIO INTEROPERABLE RADIO SYSTEM
Special District·DUBLIN
CENTRAL OHIO RISK MANAGEMENT ASSOCIATION SELF INSURANCE POOL INC
Special District·UPPER ARLINGTON
COLUMBUS, CITY OF
Special District·COLUMBUS
CONCORD SCIOTO COMMUNITY AUTHORITY
Special District·COLUMBUS
CONFLUENCE COMMUNITY AUTHORITY
Special District·COLUMBUS
COUNCIL OF GOVERNMENTS FOR THE CENTRAL OHIO AREA AGENCY ON AGING
Special District·COLUMBUS
COUNTY EMPLOYEE BENEFITS CONSORTIUM OF OHIO
Special District·COLUMBUS
COUNTY RISK SHARING AUTHORITY
Special District·COLUMBUS
DEFENSE LOGISTICS AGENCY FAMILY WELFARE & RECREATION COLUMBUS
Special District·WHITEHALL
EDUCATIONAL SERVICE CENTER COUNCIL OF GOVERNMENTS
Special District·COLUMBUS
FRANKLIN COUNTY BOARD OF COMMISSIONERS
Special District·COLUMBUS
FRANKLIN COUNTY BOARD OF COMMISSIONERS
Special District·COLUMBUS
FRANKLIN COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
Special District·COLUMBUS
GRANDVIEW CROSSING COMMUNITY AUTHORITY
Special District·COLUMBUS
HARRISON MARKET COMMUNITY AUTHORITY
Special District·COLUMBUS
HAYDEN RUN COMMUNITY DEVELOPMENT AUTHORITY
Special District·COLUMBUS
HERITAGE PRESERVE COMMUNITY AUTHORITY
Special District·DUBLIN
HICKORY CHASE COMMUNITY AUTHORITY
Special District·HILLIARD
HILLIARD COMMUNITY AUTHORITY
Special District·HILLIARD
JEFFREY PLACE NEW COMMUNITY AUTHORITY
Special District·COLUMBUS
MARBLE CLIFF QUARRY COMMUNITY AUTHORITY
Special District·COLUMBUS
MEC LIABILITY, FLEET & PROPERTY INS PROG
Special District·COLUMBUS
MID-OHIO REGIONAL PLANNING COMMISSION
Special District·COLUMBUS
MUNICIPAL ENERGY SERVICES AGENCY
Special District·COLUMBUS
NEW ALBANY PLAIN LOCAL JOINT PARK DISTRICT
Special District·NEW ALBANY
OHIO MUNICIPAL ELECTRIC GENERATION AGENCY JOINT VENTURE 5
Special District·COLUMBUS
ONE NEIGHBORHOOD NEW COMMUNITY AUTHORITY
Special District·COLUMBUS
PINNACLE COMMUNITY INFRASTRUCTURE FINANCING AUTHORITY
Special District·GROVE CITY
POWELL COMM INFRASTRUCTURE FINANCING AUTH
Special District·COLUMBUS
PUBLIC ENTITIES POOL
Special District·BLACKLICK
PUBLIC UTILITIES COMMISSION OHIO
Special District·COLUMBUS
SCHOOLS OF OHIO RISK SHARING AUTHORITY
Special District·COLUMBUS
SCIOTO PENINSULA COMMUNITY AUTHORITY
Special District·COLUMBUS
THE RIVERSOUTH AUTHORITY
Special District·HILLIARD
OHIO CONNECTIONS ACADEMY, INC.
School District·WORTHINGTON
100 BLACK WOMEN COLUMBUS
Nonprofit Organization·Brice
1WORTHINGTON
Nonprofit Organization·Worthington
3 Levels of Greatness
Nonprofit Organization·New Albany
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Reynoldsburg
501 CENTRAL OHIO CHAPTER
Nonprofit Organization·Reynoldsburg
50 STARS YUVA CLUB
Nonprofit Organization·Reynoldsburg
5COLUMNS
Nonprofit Organization·Grandview Heights
ABELIA
Nonprofit Organization·New Albany
ABRAHAM ALEMAYOH LEGACY FOUNDATION
Nonprofit Organization·Whitehall
ACTION MINISTRIES
Nonprofit Organization·Reynoldsburg
ACTION OHIO COALITION FOR BATTERED
Nonprofit Organization·WORTHINGTON
ACTION POUR LE PROGRES DES FEMMES
Nonprofit Organization·Canal Winchester
ACTIVITY CLUB OF THOMAS WORTHINGTON HIGH SCHOOL
Nonprofit Organization·Worthington
ADONAI ASSISTANCE INC
Nonprofit Organization·REYNOLDSBURG
ADULT ADVOCACY CENTERS
Nonprofit Organization·BEXLEY
ADVANCED INFORMATION MANAGEMENT SERVICES
Nonprofit Organization·Reynoldsburg
ADVENTURE UNLEASHED
Nonprofit Organization·Reynoldsburg
AGLOW INTERNATIONAL
Nonprofit Organization·Reynoldsburg
Agonis Club of Columbus
Nonprofit Organization·Canal Winchester
A HEART FOR THE COMMUNITY
Nonprofit Organization·BRICE
AIA - OHIO
Nonprofit Organization·WORTHINGTON
AIRABLE RESEARCH LAB
Nonprofit Organization·WORTHINGTON
AJCA EDUCATIONAL YOUTH ACTIVITIES
Nonprofit Organization·REYNOLDSBURG
AL-ANON OF CENTRAL OHIO INC
Nonprofit Organization·Worthington
ALEX'S SUNNYSIDE PLAYROOM INC
Nonprofit Organization·WORTHINGTON
ALICIA S CLOSET OHIO
Nonprofit Organization·REYNOLDSBURG
ALLIANCE FOR CHILDREN
Nonprofit Organization·New Albany
ALLIANCE FOR THE FUTURE OF ISRAEL
Nonprofit Organization·WORTHINGTON
ALLIANCE FOR THE TOTAL ANNIHILATION OF CANCER
Nonprofit Organization·Canal Winchester
ALL LIBERIAN CONFERENCE ON DUAL CITIZENSHIP - ALCOD
Nonprofit Organization·REYNOLDSBURG
ALPHA CHI OMEGA FRATERNITY INC
Nonprofit Organization·Worthington
ALPHA LAMBDA ALUMNI CORPORATION OF THETA CHI FRATERNITY
Nonprofit Organization·Worthington
ALPHA NU OMEGA ALUMNI ASSOCIATION INCORPORATED
Nonprofit Organization·NEW ALBANY
ALPHA OMEGA INTERNATIONAL DENTAL FRATERNITY
Nonprofit Organization·Bexley
ALPHA SIGMA PHI FRATERNITY INC
Nonprofit Organization·Bexley
ALTERNATIVE COMMUNITY SOLUTIONS INC
Nonprofit Organization·Bexley
ALTERNATIVE FASHION MOB
Nonprofit Organization·Bexley
AMERIAN LEGION AUXILIARY
Nonprofit Organization·Canal Winchester
AMERICAN ACADEMY OF MATRIMONIAL
Nonprofit Organization·WORTHINGTON
American Association of Service
Nonprofit Organization·Worthington
AMERICAN ASSOCIATION OF SERVICE COORDINATORS
Nonprofit Organization·WORTHINGTON
AMERICAN ENERGY HEROES
Nonprofit Organization·New Albany
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·WORTHINGTON
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·WORTHINGTON
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·WORTHINGTON
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·WORTHINGTON
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Worthington
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Worthington
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Worthington
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·WORTHINGTON