REGAN CAPITAL

300 Crescent Court
Suite 1760
Dallas, Texas 75201
Tel: 214-550-1710

About REGAN CAPITAL

REGAN CAPITAL, formally registered with the SEC as REGAN CAPITAL. The firm was established in 04/23/2014. They have over 1 offices throughout the country.

REGAN CAPITAL is a Dallas, Texas based Financial Planning firm with nearly $1,214,938,153 assets under management, offering retirement planning & investment advisory services to 44 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158294
SEC#	801-79546
Assets Managed by Firm	$1,214,938,153
No. of Clients	44
No. of Advisors	18

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	44	$1,214,938,153
High net worth individuals	12	$14,552,364

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