Regal Advisory Services, Inc.
● SEC registered since 2010CRD 123842SEC# 801-71619Glenview, IL
Reg. AUM
$121.4M
Employees
25
Accounts
274
Location
Glenview, IL
Regal Advisory Services, Inc. assets under management
Regal Advisory Services, Inc. operates as an SEC-registered investment adviser based in Glenview, IL. The firm has been registered since 2010. It reports $121.4 million in regulatory assets under management and employs 25 people.
Regal Advisory Services, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bokios 2012 Dynasty Trust Control | Shareholder | 25-50% | 2012 |
| George Bokios Control | Shareholder | 50-75% | 2001 |
| Jeremy Aaron Engelbrecht Control | Chief Compliance Officer (interim) | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Regal Advisory Services, Inc. manage?
Regal Advisory Services, Inc. reports $121.4 million in regulatory assets under management on its Form ADV.
How many employees does Regal Advisory Services, Inc. have?
Regal Advisory Services, Inc. reports 25 employees.
Where is Regal Advisory Services, Inc. located?
Regal Advisory Services, Inc. is based in Glenview, IL and has been SEC-registered since 2010.
Does Regal Advisory Services, Inc. disclose fund performance?
Regal Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 950 North Milwaukee Avenue, Suite 101, Glenview, IL 60025-3771 |
| Phone | 877-488-6537 |
| Fax | 847-375-6033 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$121.4M▲ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$121.4Mregulatory AUM
Discretionary $64.4MNon-discretionary $57M