Regan Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 27, 2026, reports $3.6B in regulatory assets under management, 22 employees, and 53 accounts.
Assets Under Management
$3.6B
Employees
22
Offices
--
Total Clients
53
Primary office
DALLAS, TX
300 CRESCENT COURT, SUITE 1760, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentENDOWMENTS AND FAMILY OFFICES represent 64.2% of total clients.
Top client categories% of clientsClients
1
ENDOWMENTS AND FAMILY OFFICES
64.2%
34
2
Insurance Cos.
11.3%
6
3
Pooled Investment Vehicles
9.4%
5
4
HNWI
7.5%
4
5
Investment Cos.
7.5%
4
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.6Bas of March 27, 2026
Discretionary100.0%
$3.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.6B
Total Accounts53
10Y AUM Change+$3.2B (+844.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee2:1
10Y Employee Change+14 (+175.0%)
* 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.