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.
Assets Under Management
$1.2B
Employees
8
Offices
--
Total Clients
780
Primary office
SYRACUSE, NY
443 N FRANKLIN ST, SUITE 220, SYRACUSE, NY, United States
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 May 25, 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%)
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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%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.