Reagan Companies Asset Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Reagan Companies Asset Management reports 780 clients. They include 479 individual clients, 285 high-net-worth individuals, and 16 pension and profit-sharing plans. Of its assets, 100.0% ($1.16B across 2,100 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 17% |
| High-net-worth individuals | 37% | 60% |
| Pension and profit-sharing plans | 2% | 22% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 479 | $200M | 17.2% | $417K |
| High-net-worth individuals | 285 | $702M | 60.5% | $2.46M |
| Pension and profit-sharing plans | 16 | $259M | 22.3% | $16.2M |
| Total | 780 | $1.16B | 100% | $1.49M |
- Clients
- 479
- Regulatory AUM
- $200M
- AUM share
- 17.2%
- Avg. per client
- $417K
- Clients
- 285
- Regulatory AUM
- $702M
- AUM share
- 60.5%
- Avg. per client
- $2.46M
- Clients
- 16
- Regulatory AUM
- $259M
- AUM share
- 22.3%
- Avg. per client
- $16.2M
Total
- Clients
- 780
- Regulatory AUM
- $1.16B
- AUM share
- 100%
- Avg. per client
- $1.49M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Reagan Companies Asset Management charges 0.50%–1.00% a year for its Investment Supervisory Services. Each asset band is charged at its own rate. The fee is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$4M | 0.75% |
| $4M and above | 0.50% |
Fee details and sources
Other fees
- Financial Planning Services
- Financial plans are a fixed $1,500 fee, or an hourly fee between $150 and $500, negotiable.
Richard Reagan owns 75% or more of Reagan Companies Asset Management. The leadership team of Reagan Companies Asset Management includes President Richard Reagan and Chief Operating Officer David Haahr. It has 9 employees, 5 of them in advisory roles.
Staff
- 9 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Reagan Companies Asset Management, Inc
Richard Reagan
Control person · since January 2014
Reagan Companies Asset Management’s regulatory assets grew 1.9× from $617M (May 2021) to $1.16B (June 2026); clients rose from 574 to 780 and employees from 7 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $1.16B | 780 | 9 | 1 |
| Jul 2025July 2025 | $992M | 738 | 8 | 1 |
| Mar 2024March 2024 | $818M | 691 | 7 | 1 |
| Jul 2023July 2023 | $728M | 664 | 7 | 1 |
| Mar 2022March 2022 | $759M | 630 | 7 | 1 |
| May 2021May 2021 | $617M | 574 | 7 | 1 |
Besides its headquarters, Reagan Companies Asset Management has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 443 N Franklin St, Suite 220, SyracuseHQ
Contact and registration details
- Legal name
- Reagan Companies Asset Management, Inc
- Headquarters
- 443 N Franklin St, Suite 220, Syracuse, NY 13204
- Website
- Not reported
- Phone
- 315-673-2094
- SEC file
- 801-78452
- Structure
- New York corporation
- Fiscal year end
- December
Reagan Companies Asset Management’s named custodians for separately managed accounts are Charles Schwab ($893M, 78%) and Hand Benefits & Trust ($257M, 22%). Reagan Companies Asset Management does not have custody of client assets.
- Hand Benefits & TrustHand Benefits & Trust · Utica, NY · $257M22%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $893M78%
At year end, Reagan Companies Asset Management’s separately managed accounts were mostly in funds (71%) and stocks (13%).
What the accounts hold
- Stocks13%
- Funds71%
- Bonds13%
- Cash3%
How many clients does Reagan Companies Asset Management have?
Reagan Companies Asset Management has 780 clients and manages $1.16 billion for them, as of June 2026. They include 479 individual clients, 285 high-net-worth individuals, and 16 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 June 2026
What services does Reagan Companies Asset Management offer?
Reagan Companies Asset Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Reagan Companies Asset Management charge?
Reagan Companies Asset Management charges 0.50%–1.00% a year for its Investment Supervisory Services. Each asset band is charged at its own rate. The fee is negotiable.
Source: ADV FORM 2A, filed 11 June 2026
Which custodians does Reagan Companies Asset Management use?
Reagan Companies Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $893M and Hand Benefits & Trust (Utica, NY), with $257M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 June 2026
How many financial advisors does Reagan Companies Asset Management have?
Reagan Companies Asset Management has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Reagan Companies Asset Management invest in?
At the end of its last fiscal year, Reagan Companies Asset Management’s separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 13% investment grade corporate bonds and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Reagan Companies Asset Management?
Reagan Companies Asset Management’s direct owner is Richard Reagan (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 June 2026
How does Reagan Companies Asset Management get paid?
Reagan Companies Asset Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Reagan Companies Asset Management?
Reagan Companies Asset Management’s main office is at 443 N Franklin St, Suite 220, Syracuse, NY 13204. Its phone number is 315-673-2094.