REGAN CAPITAL, LLC
C25
CRD 158294·SEC 801-79546·DALLAS, TX
AUM
$3.59B
$1B+
Est. Revenue
$35.9M
@ 1% on AUM
Est. EBITDA
$10.8M
@ 30% margin
Est. Deal Value
$86.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.10B
'21 · $1.38B
'22 · $583.9M
'23 · $552.1M
'25 · $2.10B
'26 · $3.59B
'20'26
$1.10B → $3.59B▲ +228%
Client mix
| Other | 34 |
| Insurance Companies | 6 |
| Pooled Investment Vehicles | 5 |
| Individuals High Net Worth | 4 |
| Investment Companies | 4 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 5 advisors
'23 · 3 advisors
'25 · 3 advisors
'26 · 5 advisors
'20'26
6 advisors → 5 advisors▼ -17%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2025-11-142025-11-14 · 0001654234-25-000002
2024-11-152024-11-15 · 0001654234-24-000001
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
300 CRESCENT COURTSUITE 1760DALLAS, TX 75201
Business
300 CRESCENT COURTSUITE 1760DALLAS, TX 75201
Edgar Recent Filings
40-APP/A2026-05-14 · 0000894189-26-014732
40-APP2026-03-17 · 0000894189-26-007990