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REGAN CAPITAL

DALLAS, TX · CRD 158294 · IAPD ↗ · 214-550-1710

$3.59BRegulatory AUM
5Advisory reps
22Employees
1Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — REGAN CAPITAL grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
74
April 2026 — REGAN CAPITAL reported RAUM up 71% ($2.10B -> $3.59B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
74
April 2025 — REGAN CAPITAL reported RAUM up 73% ($1.21B -> $2.10B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — REGAN CAPITAL crossed $1B in regulatory AUM ($793.6M -> $1.21B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.