RIA Intel›Advisers›California›REGAN FINANCIAL GROUP, LLC

REGAN FINANCIAL GROUP, LLC

Advisory

DANVILLE, CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in CA

#5,309

of 5,480 advisers by AUM

Average account

$41K

across 18 accounts

AUM per adviser

$739K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$739K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$739K

Discretionary AUM$0

Non-Discretionary AUM$739K

Discretionary %0%

Total Clients17

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

17 clients

The full client-type breakdown and the share of AUM each category represents.

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