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Kimball Thomas Kistler

Investment Adviser Representative at Royal FUND Management, LLC

Newton Falls, OHCRD #866936Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
32 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kimball Thomas Kistler is an investment adviser representative with Royal FUND Management, LLC in Newton Falls, OH, where they have been registered since 2013. They have worked in the securities industry since 1994 and have been registered with 3 firms, including Regal Investment Advisors LLC and Kimball T. Kistler Inc. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Ohio.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/2/2011
Series 63
Uniform Securities Agent State Law Examination
Passed 4/21/1993
Series 7
General Securities Representative Examination
Passed 3/23/1993

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Royal FUND Management, LLCCurrent
8/27/2013 – Newton Falls, OH
Regal Investment Advisors LLC
3/13/2013 – 8/23/2013Newton Falls, OH
Kimball T. Kistler Inc.
1/1/1999 – 12/5/2003Denver, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Kistler Capital Management
    Mar 1999 – no end date reportedDenver, CO
  2. Regal Investment Advisors
    Feb 2013 – no end date reportedKentwood, MI
  3. Royal FUND Management
    Aug 2013 – no end date reportedNewton Falls, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Royal FUND Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • Under $100,0002.00%
  • $100,000 - $1,000,0001.50%
  • Above $1,000,0001.25%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
82
Offices listed on AdvisorFinder:
60
Main office:
Lady Lake, FL
SEC file number:
801-77918

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 21, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kimball Thomas Kistler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kimball Thomas Kistler (Royal FUND Management)