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RIA / WealthAdvisor26 years in industry

SIDNEY REESE SMITH

Advisor at ROYAL FUND MANAGEMENT, LLC

LADY LAKE, FL | Fishersville, VA

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Search this name across graphsid dfx:ria:d8eca8d9-7b3f-b16d-9d6b-620e83d3ce7e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 10, 2007 to Sep 14, 2026

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

Current firm: ROYAL FUND MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 17, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 17, 2000
First registration: Sep 10, 2007
Dual registered: no
IAPD individual key: 4177675

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROYAL FUND MANAGEMENT, LLC	Independent wealth	Dec 17, 2013	n/a	yes	LADY LAKE, FL\|Fishersville, VA	Current employment
HARVEST FINANCIAL GROUP, LLC	Former SEC adviser	Apr 1, 2010	Dec 17, 2013	no	RICHMOND, VA	Previous registration
CAPITOL CITY ADVISORY GROUP	n/a	Aug 1, 2008	Dec 24, 2009	no	STAUNTON, VA\|ATLANTA, GA	Previous registration
ENVISION INVESTMENT ADVISORS, LLC	n/a	Sep 10, 2007	Jul 30, 2008	no	STAUNTON, VA\|OMAHA, NE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HARVEST FINANCIAL GROUP, LLC	ROYAL FUND MANAGEMENT, LLC	Dec 17, 2013	Dec 17, 2013	0	Firm change	Other
CAPITOL CITY ADVISORY GROUP	HARVEST FINANCIAL GROUP, LLC	Dec 24, 2009	Apr 1, 2010	98	Firm change	Other
ENVISION INVESTMENT ADVISORS, LLC	CAPITOL CITY ADVISORY GROUP	Jul 30, 2008	Aug 1, 2008	2	Firm change	Other

Relationships

Registered with (4)

→ ROYAL FUND MANAGEMENT, LLCRegistered adviserregistration: current employment
Dec 17, 2013 to presentfactForm ADV
→ HARVEST FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Apr 1, 2010 to Dec 17, 2013factForm ADV
→ CAPITOL CITY ADVISORY GROUPRegistered adviserregistration: previous registration
Aug 1, 2008 to Dec 24, 2009factForm ADV
→ ENVISION INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 10, 2007 to Jul 30, 2008factForm ADV

Dated events

No dated event names this entity yet.