Bryan Douglas Baca
Investment adviser representative at Royal Fund Management, LLC
19 yearsExperience
2 statesRegistered in
$1.6BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Royal Fund Management, LLCDec 2016 to now
- Royal Fund Management, LLC dba Advanced Financial StrategiesDec 2016 to now
- Advanced Financial Strategies, IncDec 1997 to now
- Summit Brokerage Services, Inc.Sep 2016 to Dec 2016
- Summit Financial Group IncSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Royal Fund Management, LLC
$1.6BAssets managed
4,966Clients
83Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2482972
- Firm CRD
- 144434