RIA Intel›Advisers›Illinois›REGAL ADVISORY SERVICES, INC.

REGAL ADVISORY SERVICES, INC.

Advisory

N·GLENVIEW, IL

Data as of Jul 31, 2026 · Source: SEC Form ADV

Total AUM
$121M
1-Year AUM Growth
+17.7%
3-Year CAGR
-0.2%
Employees
16
Assets Under Management
Total AUM$121M
Discretionary AUM$64M
Non-Discretionary AUM$57M
Discretionary %53%
Total Clients285
Team
Total Employees16
Investment Advisers25
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record82
First FilingJun 22, 2010
Latest FilingJul 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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