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Royal Capital Wealth Management, LLC
Royal Capital Wealth Management, LLC is an SEC-registered investment adviser headquartered in Carmel, Indiana. The firm, founded in 2021, primarily offers wealth management and portfolio management services to high net worth individuals and individual investors. With 2 employees, the firm manages client portfolios on a discretionary basis and provides tailored investment solutions based on client goals and risk tolerances.
Investment Strategy
Royal Capital Wealth Management, LLC uses a discretionary investment management approach with a focus on diversified portfolios across equities and other public securities. The firm primarily serves high net worth individuals, aiming for both capital appreciation and risk management. Portfolio composition includes significant allocations to large-cap US equities, such as technology, financials, and healthcare sectors, based on active research and consideration of long-term growth opportunities.
Latest 13F Filing Activity
Royal Capital Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 86 equity positions with a total 13F market value of $150M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., SPDR S&P 500 Etf TR among other positions. Royal Capital Wealth Management, LLC reduced exposure to Unitedhealth Group Inc., Apple Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (86)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 12.97% | $19.5M | 31,566 | $457.72 | $617.85 | +$1.9M |
M MA | MASTERCARD INCORPORATED | 7.54% | $11.3M | 20,181 | $359.81 | $561.94 | +$279.2K |
M MSFT | MICROSOFT CORP | 6.74% | $10.1M | 20,386 | $337.97 | $497.41 | +$2.5M |
| BERKSHIRE HATHAWAY INC DEL | 5.98% | $9.0M | 18,503 | $313.20 | $485.77 | -$866.1K | |
N NVDA | NVIDIA CORPORATION | 5.89% | $8.9M | 56,070 | $86.29 | $157.99 | +$2.9M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | President | Boca Raton, FL , United States |
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