Judith Mary Carlson
Investment adviser representative at Royal Fund Management, LLC
10 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
10 years in the industry.
- Royal Fund Management, LLCJan 2022 to now
- Royal Fund Management, LLC dba Judy Carlson Financial GroupJan 2022 to now
- Judy Carlson Risk Management, LLCFeb 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6158606
- Firm CRD
- 144434