Allen Drake
Royale Investment Advisor · Lake Mathews, California
Allen Drake is a fee-only financial advisor at Royale Investment Advisor in Lake Mathews, California. Royale Investment Advisor reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Royale Investment Advisor |
|---|---|
| Based in | Lake Mathews, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $10.2M across 24 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4679918 |
| Exams passed | Series 63 (2003) · Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.royaleadvisor.com |
How Allen's firm compares
- Royale Investment Advisor's average account is about $423,000, from its Form ADV (assets managed divided by 24 accounts).
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Questions about Allen
Is Allen Drake a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allen holds no broker registration, and Royale Investment Advisor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allen charge for financial advice?
Allen's firm, Royale Investment Advisor, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Allen Drake based?
Allen Drake is based in Lake Mathews, California.
Is Allen Drake registered with the SEC?
Yes. Allen Drake is registered as an investment adviser representative in CA (CRD 4679918), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Royale Investment Advisor manage?
Royale Investment Advisor reports $10.2M across 24 accounts in assets under management.
How do I contact Allen Drake?
Through Allen's website, www.royaleadvisor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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