Regan Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions. The firm advises 3 private funds.
Regan Capital reports 53 clients. They include 34 other clients, 6 insurance companies and 5 pooled investment vehicles. Of its assets, 100.0% ($3.59B across 53 accounts) are managed with discretion. Of its clients, 5% are outside the U.S. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 8% | <1% |
| Investment companies | 8% | 66% |
| Pooled investment vehicles | 9% | 11% |
| Insurance companies | 11% | 3% |
| Other | 64% | 20% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $4.07M | 0.1% | $1.02M |
| Investment companies | 4 | $2.38B | 66.4% | $596M |
| Pooled investment vehicles | 5 | $399M | 11.1% | $79.7M |
| Insurance companies | 6 | $92.8M | 2.6% | $15.5M |
| Other | 34 | $710M | 19.8% | $20.9M |
| Total | 53 | $3.59B | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $4.07M
- AUM share
- 0.1%
- Avg. per client
- $1.02M
- Clients
- 4
- Regulatory AUM
- $2.38B
- AUM share
- 66.4%
- Avg. per client
- $596M
- Clients
- 5
- Regulatory AUM
- $399M
- AUM share
- 11.1%
- Avg. per client
- $79.7M
- Clients
- 6
- Regulatory AUM
- $92.8M
- AUM share
- 2.6%
- Avg. per client
- $15.5M
- Clients
- 34
- Regulatory AUM
- $710M
- AUM share
- 19.8%
- Avg. per client
- $20.9M
Total
- Clients
- 53
- Regulatory AUM
- $3.59B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 5%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 3
Regan Capital is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Skyler Weinand owns 75% or more of Regan Capital. The leadership team of Regan Capital includes Chief Operating Officer Sujit Sahadevan. It has 22 employees, 5 of them in advisory roles.
Leadership
- Sujit SahadevanChief Operating Officer/Chief Compliance Officer
- Skyler WeinandManaging Member
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- David Rabin
- Skyler R Weinand
Staff
- 22 employees
- 5 in advisory functions
- 7 broker-dealer reps
- 4 soliciting firms
- Owns 75% or more of Regan Capital, LLC
Skyler Weinand
Control person · since May 2011
Regan Capital’s regulatory assets grew 6.1× from $584M (April 2021) to $3.59B (March 2026); clients rose from 23 to 53 and employees from 12 to 22.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $3.59B | 53 | 22 | 1 |
| March 2025 | $2.1B | 43 | 19 | 1 |
| March 2024 | $1.21B | 44 | 18 | 1 |
| March 2023 | $794M | 26 | 13 | 1 |
| March 2022 | $552M | 24 | 9 | 1 |
| April 2021 | $584M | 23 | 12 | 1 |
Besides its headquarters, Regan Capital has 0 offices, with 1 listed address in Texas.
Texas · 1 listed address
- 300 Crescent Court, Suite 1760, DallasHQ
Contact and registration details
- Legal name
- Regan Capital, LLC
- Headquarters
- 300 Crescent Court, Suite 1760, Dallas, TX 75201
- Website
- regancapital.com
- Phone
- 214-550-1710
- @regan-capital-llc
- SEC file
- 801-79546
- Structure
- Delaware LLC
- Fiscal year end
- December
Regan Capital uses Northern Trust ($300M, 53%), US Bank ($171M, 30%) and Computershare ($92.8M, 16%) as custodians for its separately managed accounts. Regan Capital has custody of $362M in client assets for 9 clients.
- ComputershareComputershare · Chicago, IL · $92.8M16%
- US BankUS Bank · St. Paul, MN · $171M30%
- Northern TrustNorthern Trust · Chicago, IL · $300M53%
At year end, Regan Capital’s separately managed accounts were largely in bonds (18%) and cash (13%).
What the accounts hold
- Bonds18%
- U.S. government and agency bonds17%
- State and local bonds1%
- Cash13%
- Other69%
- Non agency rmbs69%
How many clients does Regan Capital have?
Regan Capital has 53 clients and manages $3.59 billion for them, as of March 2026. They include 34 other clients, 6 insurance companies and 5 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Regan Capital offer?
Regan Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Regan Capital use?
Regan Capital’s separately managed account assets are held at Northern Trust (Chicago, IL), with $300M, US Bank (St. Paul, MN), with $171M and Computershare (Chicago, IL), with $92.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Regan Capital have?
Regan Capital has 0 investment adviser representatives registered with state securities authorities, out of 22 employees, and 5 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 0 employees are 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 Regan Capital invest in?
At the end of its last fiscal year, Regan Capital’s separately managed accounts held 69% other, 17% U.S. government and agency bonds, 13% cash and equivalents and 1% state and local bonds. The 69% other category is described as: Non Agency RMBS. It advises 3 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Regan Capital?
Regan Capital’s direct owner is Skyler Weinand (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Regan Capital get paid?
Regan Capital is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions 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 Regan Capital?
Regan Capital’s main office is at 300 Crescent Court, Suite 1760, Dallas, TX 75201. Its phone number is 214-550-1710. Its website is regancapital.com.