REGAN CAPITAL, LLC

REGAN CAPITAL
DALLAS, Texas·1 registered advisor·CRD# 158294
SEC# 801-795460214-550-1710
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at REGAN CAPITAL, LLC

1 registered advisor
Skyler R Weinand
DALLAS, Texas
CFA
05

Office Locations

DALLAS, Texas
1 advisor

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Data sourced from SEC Form ADV filings. REGAN CAPITAL, LLC (CRD# 158294) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.