RIA Intel›Advisers›Indiana›REGAL CAPITAL MANAGEMENT, INC.

REGAL CAPITAL MANAGEMENT, INC.

Advisory

BEDFORD, IN

Data as of Feb 24, 2026 · Source: SEC Form ADV

Average account
$124K
across 349 accounts
AUM per adviser
$43M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM
$43M
Discretionary %
100%
Clients
167
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$43M
Discretionary AUM$43M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients167
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

CATALYZE, LLC
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$43M
OLIVE OXFORD OFFICE LLC
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$43M
-36.6% 1Y
MACK FINANCIAL GROUP, INC.
INDIANAPOLIS, IN
$43M
-28.9% 1Y
NORTHBOUND WEALTH MANAGEMENT LLC
INDIANAPOLIS, IN
$44M
CORE WEALTH CONSULTANTS, LLC
$43M
CANA FINANCIAL ADVISORS, LLC
INDIANAPOLIS, IN
$43M
+6.8% 1Y

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