REGAN INVESTMENTS, INC.

Overview

Regan Investments, Inc. is a small, fee-based advisory firm focused on serving individual and family clients, with additional services for small businesses and institutional clients. The firm manages portfolios on a discretionary basis and provides portfolio management and pension consulting services. Its stated fee model is a percentage of assets under management, and it does not list ESG investing as an active focus. Investment activity shows a clear tilt toward public equities: exchange-traded securities are the dominant holding type. That equity-first posture suggests the firm builds core portfolios around liquid equity exposure—likely a mix of single-stock positions and exchange-traded funds—while supplementing exposure with mutual funds and third-party alternative fund allocations where appropriate. The business appears to operate with a hands-on discretionary approach, tailoring accounts across individuals, families and institutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices