REGAN CAPITAL

REGAN CAPITAL, LLC

CRD 158294 · SEC 801-79546

Visit website

300 CRESCENT COURT, SUITE 1760, DALLAS, TX, 75201, United States

Phone

214-550-1710

Fax

214-550-1720

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.59B

Discretionary AUM

$3.59B

Team

22 total employees; 5 advisory reps; 1 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
High net worth individuals	4	$4.1M
Investment companies	4	$2.38B
Pooled investment vehicles	5	$398.6M
Insurance companies	6	$92.8M

States served

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/COMPANY/REGAN-CAPITAL-LLC
HTTP://REGANCAPITAL.COM/
https://x.com/ReganCapital
https://www.youtube.com/@regancapital
https://www.facebook.com/people/Regan-Capital/100065045677680/

Official SEC filing: View on IAPD