Reagan Companies Asset Management, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Marcellus, NY. Its latest Form ADV filing, dated March 13, 2026, reports $1.2B in regulatory assets under management, 8 employees, and 2,100 accounts.
Top client segmentIndividuals represent 61.4% of total clients.
Top client categories% of clientsClients
1
Individuals
61.4%
479
2
HNWI
36.5%
285
3
Pension Plans
2.1%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 13, 2026
Discretionary100.0%
$1.2B
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$1.2B
Total Accounts2,100
10Y AUM Change+$819M (+239.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee98:1
10Y Employee Change+3 (+60.0%)
* 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.