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Regal Investment Advisors LLC

● SEC registered since 2010CRD 125004SEC# 801-71923Kentwood, MI
Export (members)
Reg. AUM
$2.45B
Employees
118
Accounts
12,303
Location
Kentwood, MI

Regal Investment Advisors LLC assets under management

Regal Investment Advisors LLC is an SEC-registered investment adviser based in Kentwood, MI. The firm has been registered since 2010. It reports $2.4 billion in regulatory assets under management and employs 118 people.
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Regal Investment Advisors LLC owners & executives

5 reported
NameTitleOwnershipSince
Brian Dale Yarch ControlManaging Member10-25%2000
Donald Nate CarlsonExecutive Vice PresidentUnder 5%2012
John Anthony Kailunas ControlManaging Member And CeoOver 75%2000
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Frequently asked questions

How much does Regal Investment Advisors LLC manage?

Regal Investment Advisors LLC reports $2.4 billion in regulatory assets under management on its Form ADV.

How many employees does Regal Investment Advisors LLC have?

Regal Investment Advisors LLC reports 118 employees.

Where is Regal Investment Advisors LLC located?

Regal Investment Advisors LLC is based in Kentwood, MI and has been SEC-registered since 2010.

Does Regal Investment Advisors LLC disclose fund performance?

Regal Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2687 44th Street SE, Kentwood, MI 49512
Phone616-224-2204
Fax616-458-7402
Office hours8:30a.m. - 5:00p.m. M-Th 8:30a.m. - 3:00p.m. F
SEC regionChicago Regional Office (CHRO)
CIK1559789
Discloses disciplinary historyYes

Assets under management

Discretionary$1.98B
Non-discretionary$468.5M
Total (RAUM)$2.45B