# Oliver Regan Advisors, LLC

> Oliver Regan Advisors, LLC is a state-registered investment advisory firm, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 28, 2026.

- CRD: 282887
- Filed as: OLIVER REGAN ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: February 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282887
- AdvisorCensus page: https://advisorcensus.com/firm/oliver-regan-advisors-llc-282887

## Quick answers

**How is Oliver Regan Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Oliver Regan Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Oliver Regan Advisors, LLC registered with the SEC or a state?**
Oliver Regan Advisors, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282887.

**How much does Oliver Regan Advisors, LLC manage?**
Oliver Regan Advisors, LLC reports $8,800,633 in regulatory assets under management in its Form ADV filing dated February 28, 2026 (100% discretionary).

**What types of clients does Oliver Regan Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: charitable organizations (2); individuals (other than high net worth individuals) (1).

**Does Oliver Regan Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/282887

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $8,800,633
- Discretionary: $8,800,633
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $1,546,415 |
| Charitable organizations | 2 | $7,254,218 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- X @OLIVERREGANLLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oliver Regan Advisors, LLC (CRD 282887): Form ADV filing data as of October 2026.