John William Stephens
Investment adviser representative at Royal Fund Management, LLC
26 yearsExperience
1 stateRegistered in
$1.6BFirm assets
13 yearsFirm in business
Are you John William Stephens? Claim your profile
Contact this firm
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
26 years in the industry.
- Lag Box, LLCOct 2020 to now
- Zcomp, LLCApr 2019 to now
- Royal Fund Management, LLCMay 2013 to now
- Royal Fund Management, LLC dba Gatekeeper Investment AdvisersMay 2013 to now
- John W. Stephens, Cpa, PllcMar 2000 to now
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (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
- 4338015
- Firm CRD
- 144434