Asset manager · Dallas, TX
Regan Capital
Regan Capital, LLC · SEC-registered investment adviser · CRD 158294 · SEC 801-79546
At a glance
Regan Capital is an SEC-registered investment adviser based in Dallas, Texas, with $3.6 billion in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is investment companies, and it reports 4 individual clients. By Form ADV it is a asset manager, ranked 814th of 3,218 asset managers and 2,555th of 17,210 SEC-registered advisers by assets.
Main office 214-550-1710regancapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.6B
- Rank among asset managers
- #814 of 3,218
- Rank among all SEC RIAs
- #2,555 of 17,210
- Rank in Texas
- #117 of 1,081
- Individual clients
- 4
- High-net-worth clients
- 4
- Accounts
- 53
- Discretionary
- 100% of AUM
- Employees
- 22
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Skyler R WeinandManaging Member
- Sujit SahadevanChief Operating Officer/chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Regan Capital is a hybrid RIA: 7 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 4 | $2.4B | 66% |
| Other | 34 | $710M | 20% |
| Pooled investment vehicles | 5 | $399M | 11% |
| Insurance companies | 6 | $93M | 3% |
| High-net-worth individuals | 4 | $4M | <1% |
Private funds
Regan Capital reports 3 private funds with $399M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Regan Capital reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗regancapital.com ↗
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The full record on Regan Capital
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 766 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Regan Capital manage?
Regan Capital reports $3.6 billion in regulatory assets under management across 53 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Regan Capital?
Regan Capital is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Regan Capital’s clients?
By assets, its largest client types are investment companies ($2.4 billion, 4 clients); other ($710 million, 34 clients); pooled investment vehicles ($399 million, 5 clients).
Does Regan Capital manage private funds?
Yes. It reports 3 private funds with $399 million in gross assets, including hedge funds.
Does Regan Capital have any disciplinary history?
Regan Capital reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Regan Capital’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →