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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ROYAL OAK FINANCIAL GROUP

CRD 166391

WORTHINGTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1fb62fac-bec9-571f-b25f-067fc43eb6a9

Data as of Aug 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Oct 15, 2021 to Aug 31, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $416MItem 5.F on the latest filing (2026-08-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $416M
Private client RAUM: $416MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $139Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 0
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 412
Individual clients: 275
High net worth clients: 137
Custody, client assets: $416M
SEC number: 801-122701
CRD: 166391
Filings on the tape: 16
First filed: Oct 15, 2021
Latest filed: Aug 31, 2026
Organised: Limited Liability Company, OH
Website: royaloakfinancialgroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATTHEW MARTIN JEHN	Certified Financial Planner	WORTHINGTON, OH	13	22	2	no
Bradley Stephen Senita	n/a	WORTHINGTON, OH	4	17	4	no
Grant McIntyre Billings	n/a	WORTHINGTON, OH	3	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JEHN, MATTHEW, MARTIN	MANAGING MEMBER - CCO	E	yes	12/2012	Oct 15, 2021	Jul 5, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Lancaster	Oh	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 6, 2026	$366M	$366M	1	0	1	n/a	n/a
2024	Apr 17, 2025	$263M	$263M	1	0	1	n/a	n/a
2023	Jan 10, 2024	$171M	$171M	3	3	1	n/a	n/a
2022	Jan 11, 2023	$105M	$105M	3	3	1	n/a	n/a
2021	Jan 12, 2022	$115M	$115M	1	1	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$416M	$263M	58.1%	$105M	58.2%	1	1	1	1

Relationships

Registered with (4)

← Grant McIntyre BillingsAdvisorregistration: current employment
Jan 6, 2023 to presentfactForm ADV
← Bradley Stephen SenitaAdvisorregistration: current employment
May 6, 2022 to presentfactForm ADV
← MATTHEW MARTIN JEHNAdvisorregistration: current employment
Feb 26, 2013 to presentfactForm ADV
← Gregory T. BrooksAdvisorregistration: previous registration
Jan 17, 2014 to Feb 29, 2016factForm ADV

Controls (1)

← JEHN, MATTHEW, MARTINOwnerMANAGING MEMBER - CCO, ownership code E, individual
Oct 15, 2021 to Jul 5, 2024factForm ADV

Dated events

Occurred
Feb 19, 2026
Regulatory AUM changed
Royal Oak Financial Group reported RAUM $366.0M, up 39% from $263.0M (2025-07-03 to 2026-02-19)
Form ADVobserved 5 days ago
$103M
Occurred
Oct 15, 2021
First Form ADV filing
Royal Oak Financial Group filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1fb62fac-bec9-571f-b25f-067fc43eb6a9
First observed: Oct 15, 2021
Last observed: Aug 31, 2026 20 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ROYAL OAK FINANCIAL GROUP

CRD 166391

WORTHINGTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1fb62fac-bec9-571f-b25f-067fc43eb6a9

Data as of Aug 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:32 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW MARTIN JEHN

Certified Financial Planner

WORTHINGTON, OH

Bradley Stephen Senita

n/a

WORTHINGTON, OH

Grant McIntyre Billings

n/a

WORTHINGTON, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JEHN, MATTHEW, MARTIN

MANAGING MEMBER - CCO

yes

12/2012

Oct 15, 2021

Jul 5, 2024

City

State

Country

Employees

Also broker-dealer

Lancaster

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$366M

n/a

2024

Apr 17, 2025

$263M

n/a

2023

Jan 10, 2024

$171M

n/a

2022

Jan 11, 2023

$105M

n/a

2021

Jan 12, 2022

$115M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$416M

$263M

58.1%

$105M

58.2%