Regatta Research & Money Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 26–50 clients last fiscal year.
Regatta Research & Money Management reports 554 clients. They include 490 individual clients, 60 high-net-worth individuals, and 4 corporations and other businesses. Of its assets, 99.8% ($211M across 1,361 accounts) are managed with discretion; $388K across 10 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 96% |
| High-net-worth individuals | 11% | 3% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 490 | $203M | 96.0% | $414K |
| High-net-worth individuals | 60 | $7.05M | 3.3% | $117K |
| Corporations and other businesses | 4 | $1.41M | 0.7% | $354K |
| Total | 554 | $211M | 100% | $382K |
- Clients
- 490
- Regulatory AUM
- $203M
- AUM share
- 96.0%
- Avg. per client
- $414K
- Clients
- 60
- Regulatory AUM
- $7.05M
- AUM share
- 3.3%
- Avg. per client
- $117K
- Clients
- 4
- Regulatory AUM
- $1.41M
- AUM share
- 0.7%
- Avg. per client
- $354K
Total
- Clients
- 554
- Regulatory AUM
- $211M
- AUM share
- 100%
- Avg. per client
- $382K
- 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
- 26–50
Regatta Research & Money Management charges up to 2.00% a year for its Portfolio Management and Asset Allocation. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is billed at $200 to $300 per hour, with no minimum fee.
Eric Greschner owns 50% to 75% of Regatta Research & Money Management. The leadership team of Regatta Research & Money Management includes Chief Compliance Officer Deanna Richmond. It has 8 employees, 6 of them in advisory roles.
Staff
- 8 employees
- 6 in advisory functions
- 6 state-registered reps
- 6 soliciting firms
- Owns 50% to 75% of Regatta Research & Money Management L.L.C.
Eric Greschner
Control person · since July 1997
- Owns 25% to 50% of Regatta Research & Money Management L.L.C.
Rudy Blanchard
Control person · since January 2000
Regatta Research & Money Management’s regulatory assets grew from $142M (March 2021) to $211M (May 2026); clients were 554 in both filings and employees rose from 4 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $211M | 554 | 8 | 2 |
| Mar 2025March 2025 | $188M | 464 | 8 | 3 |
| Mar 2024March 2024 | $173M | 454 | 8 | 3 |
| Mar 2023March 2023 | $153M | 1,413 | 6 | 3 |
| Mar 2022March 2022 | $168M | 562 | 6 | 3 |
| Mar 2021March 2021 | $142M | 577 | 4 | 3 |
Besides its headquarters, Regatta Research & Money Management has 1 office, with 2 listed addresses in 1 state.
Louisiana · 2 listed addresses
- 6620 Riverside Drive, Suite 207, MetairieHQ
- 17425 Jefferson Hwy, Baton Rouge
Other business names
Regatta Research & Money Management has reported 1 other business name to the SEC.
- Your Financial Coaches
Contact and registration details
- Legal name
- Regatta Research & Money Management L.L.C.
- Headquarters
- 6620 Riverside Drive, Suite 207, Metairie, LA 70003
- Website
- regattaresearch.com
- Phone
- 504-831-4636
- SEC file
- 801-60383
- Structure
- Louisiana LLC
- Fiscal year end
- December
Regatta Research & Money Management’s named custodian for separately managed accounts is Fidelity ($198M). Regatta Research & Money Management has custody of $2.73M for 13 clients.
- FidelityNational Financial Services LLC · Covington, KY · $198M100%
At year end, Regatta Research & Money Management’s separately managed accounts were mostly in stocks (78%) and bonds (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $106M across 495 positions; the largest are Vanguard Intl Equity Index Fds FTSE Pacific ETF (5.6%), iShares Core S&P 500 ETF (4.3%) and Listed FD TR Roundhill Magnif (3.6%).
What the accounts hold
- Stocks78%
- Exchange-traded equities63%
- Non-exchange-traded equities15%
- Funds8%
- Bonds10%
- Investment grade corporate bonds8%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash4%
How many clients does Regatta Research & Money Management have?
Regatta Research & Money Management has 554 clients and manages $211 million for them, as of May 2026. They include 490 individual clients, 60 high-net-worth individuals, and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 May 2026
What services does Regatta Research & Money Management offer?
Regatta Research & Money Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Regatta Research & Money Management charge?
Regatta Research & Money Management charges up to 2.00% a year for its Portfolio Management and Asset Allocation. The fee is billed in advance and is negotiable.
Source: ADV PART 2A, filed 30 March 2026
Which custodians does Regatta Research & Money Management use?
Regatta Research & Money Management’s separately managed account assets are held at National Financial Services LLC (Covington, KY), with $198M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 May 2026
How many financial advisors does Regatta Research & Money Management have?
Regatta Research & Money Management has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 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 Regatta Research & Money Management invest in?
At the end of its last fiscal year, Regatta Research & Money Management’s separately managed accounts held 63% exchange-traded equities, 15% non-exchange-traded equities, 8% investment grade corporate bonds, 8% pooled vehicles (private funds and similar), 4% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Regatta Research & Money Management?
Regatta Research & Money Management’s direct owners are Eric Greschner (50% to 75%) and Rudy Blanchard (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 May 2026
How does Regatta Research & Money Management get paid?
Regatta Research & Money Management is paid through a percentage of assets under management. 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 Regatta Research & Money Management?
Regatta Research & Money Management’s main office is at 6620 Riverside Drive, Suite 207, Metairie, LA 70003. Its phone number is 504-831-4636. Its website is regattaresearch.com.