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Scott Edward Heather

Investment adviser representative at Royal Fund Management, LLC
24 yearsExperience
1 stateRegistered 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

24 years in the industry.

  1. Royal Fund Management, LLCJun 2013 to now
  2. Shaker Business ServsJan 2006 to now
  3. Scott E. HeatherJun 2002 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (OH).

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
5996909
Firm CRD
144434
Advisor's SEC record (opens in a new tab)
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