Regal Advisory Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Glenview, IL. Its latest Form ADV filing, dated March 19, 2026, reports $121M in regulatory assets under management, 25 employees, 12 offices, and 274 accounts.
Assets Under Management
$121M
Employees
25
Offices
12 offices
Total Clients
274
Primary office
GLENVIEW, IL
950 NORTH MILWAUKEE AVENUE, SUITE 101, GLENVIEW, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.8% of total clients.
Top client categories% of clientsClients
1
Individuals
81.8%
224
2
HNWI
16.4%
45
3
Corporations
1.8%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$121Mas of March 19, 2026
Discretionary53.0%
$64M
53% of total RAUM53.0%
Non-discretionary47.0%
$57M
47% of total RAUM47.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$121M
Total Accounts274
10Y AUM Change+$10M (+8.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee11:1
10Y Employee Change-12 (-32.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.