Regal Investment Advisors LLC
● SEC registered since 2010CRD 125004SEC# 801-71923Kentwood, MI
Reg. AUM
$2.88B
Employees
131
Accounts
13,473
Location
Kentwood, MI
Regal Investment Advisors LLC assets under management
Regal Investment Advisors LLC is an SEC-registered investment adviser based in Kentwood, MI. The firm has been registered since 2010. It reports $2.9 billion in regulatory assets under management and employs 131 people.
Regal Investment Advisors LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Nate Carlson | Executive Vice President | Under 5% | 2012 |
| John Anthony Kailunas Control | Ceo | Under 5% | 2000 |
| Regal Holdings of America, LLC Control | Holding Company | Over 75% | 2025 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Regal Investment Advisors LLC manage?
Regal Investment Advisors LLC reports $2.9 billion in regulatory assets under management on its Form ADV.
How many employees does Regal Investment Advisors LLC have?
Regal Investment Advisors LLC reports 131 employees.
Where is Regal Investment Advisors LLC located?
Regal Investment Advisors LLC is based in Kentwood, MI and has been SEC-registered since 2010.
Does Regal Investment Advisors LLC disclose fund performance?
Regal Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2687 44th Street SE, Kentwood, MI 49512 |
| Phone | 616-224-2204 |
| Fax | 616-458-7402 |
| Office hours | 8:30a.m. - 5:00p.m. M-Th 8:30a.m. - 3:00p.m. F |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1559789 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.88B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$2.88Bregulatory AUM
Discretionary $2.45BNon-discretionary $432.2M