Regal Investment Advisors LLC
Kentwood, MI·SEC-registered · CRD #125004
Regal Investment Advisors LLC is an SEC-registered investment advisory firm in Kentwood, MI managing $2.9B across 16k client accounts, with 118 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.9B
Client accounts
16k
Advisory staff
118
Fee model
Fee-based
How Regal Investment Advisors LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Regal Investment Advisors LLC
How much does Regal Investment Advisors LLC manage?
Per its most recent SEC Form ADV filing (05/18/2026), Regal Investment Advisors LLC reports $2.9B in regulatory assets under management across roughly 16k client accounts.
How does Regal Investment Advisors LLC charge?
Regal Investment Advisors LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Regal Investment Advisors LLC a fiduciary?
Yes. Regal Investment Advisors LLC is registered with the U.S. Securities and Exchange Commission (CRD #125004), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Regal Investment Advisors LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Regal Investment Advisors LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Kentwood, MI
Profile compiled from Regal Investment Advisors LLC's public SEC Form ADV filing (CRD #125004, filed 05/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Regal Investment Advisors LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Regal Investment Advisors LLC? Claim this profile.