{"url":"https://nivawealth.com/firms/regan-capital-158294","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/158294","regulatoryAum":3589059858,"crd":"158294","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2460401","suffix":null,"lastName":"Rabin","firstName":"David","middleName":null},{"crd":"5378717","suffix":null,"lastName":"WEINAND","firstName":"SKYLER","middleName":"R"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-29","regulatoryAum":583919948,"clients":23,"employees":12,"offices":1},{"filedOn":"2022-03-30","regulatoryAum":552054792,"clients":24,"employees":9,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":793596296,"clients":26,"employees":13,"offices":1},{"filedOn":"2024-03-28","regulatoryAum":1214938153,"clients":44,"employees":18,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":2100091605,"clients":43,"employees":19,"offices":1},{"filedOn":"2026-03-27","regulatoryAum":3589059858,"clients":53,"employees":22,"offices":1}],"secFileNumber":"801-79546","legalName":"Regan Capital, LLC","displayName":"Regan Capital","slug":"regan-capital-158294","website":"https://regancapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/158294/ef5d107ba80e8e8d-r1.webp","tone":"dark","width":669,"height":200,"sourceUrl":"https://www.regancapital.com/","sourceLabel":"Regan Capital, website"},"classification":{"segment":"registered_funds","segmentLabel":"Fund management","type":"fund_manager","typeLabel":"Mutual funds & ETFs","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/regan-capital-llc","xUrl":"https://x.com/ReganCapital","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"300 Crescent Court, Suite 1760","city":"Dallas","state":"TX","stateName":"Texas","country":"United States","postalCode":"75201"},"tradeNames":[],"registration":{"secApproved":"23 April 2014","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":22,"advisory":5,"brokerDealerReps":7,"insuranceAgents":0,"promoters":4},"aum":{"regulatory":3589059858,"discretionary":3589059858,"discretionaryAccounts":53,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":5,"nonAumClients":1},"clientTypes":[{"label":"High-net-worth individuals","clients":4,"fewerThan5":true,"regulatoryAum":4066365},{"label":"Investment companies","clients":4,"regulatoryAum":2383459842},{"label":"Pooled investment vehicles","clients":5,"regulatoryAum":398550260},{"label":"Insurance companies","clients":6,"regulatoryAum":92763342},{"label":"Other","clients":34,"regulatoryAum":710220049}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Computershare","shortName":"Computershare","location":"Chicago, IL","smaAssets":92763343},{"name":"US Bank","shortName":"US Bank","location":"St. Paul, MN","smaAssets":171017904},{"name":"Northern Trust","shortName":"Northern Trust","location":"Chicago, IL","smaAssets":300190380}],"custodyNote":"Regan Capital has custody of $362M in client assets for 9 clients.","otherCustodians":[],"leadership":[{"name":"Sujit Sahadevan","title":"Chief Operating Officer/Chief Compliance Officer","crd":"5742151"},{"name":"Skyler Weinand","title":"Managing Member","crd":"5378717"}],"ownership":[{"label":"Skyler Weinand","detail":"Managing member in the 75% or more ownership band and a control person, since May 2011."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"300 Crescent Court, Suite 1760","city":"Dallas","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"214-550-1710","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"U.S. government/agency bonds","percent":17},{"label":"U.S. state and local bonds","percent":1},{"label":"Cash and cash equivalents","percent":13},{"label":"Other","percent":69,"detail":"Non Agency RMBS"}],"privateFunds":3},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/158294/PDF/158294.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Regan Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Regan Capital offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Regan Capital use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Regan Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Regan Capital invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Regan Capital?","answer":"Regan Capital’s direct owner is Skyler Weinand (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Regan Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Regan Capital?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}