# Regan Investments, Inc.

> Regan Investments, Inc. is a state-registered investment advisory firm in Minnetonka, MN, registered since 2002, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 121868
- Filed as: REGAN INVESTMENTS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Minnetonka, MN
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121868
- AdvisorCensus page: https://advisorcensus.com/firm/regan-investments-inc-minnetonka-mn-121868

## Quick answers

**How is Regan Investments, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Regan Investments, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Regan Investments, Inc. located?**
Regan Investments, Inc.'s principal office is in Minnetonka, MN, according to its Form ADV.

**Is Regan Investments, Inc. registered with the SEC or a state?**
Regan Investments, Inc. is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 121868.

**How much does Regan Investments, Inc. manage?**
Regan Investments, Inc. reports $67,039,154 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (99% discretionary).

**What types of clients does Regan Investments, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (81).

**Does Regan Investments, Inc. 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/121868

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $67,039,154
- Discretionary: $66,599,310
- Non-discretionary: $439,844

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 81 | $67,039,154 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2002 (24 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [reganinv.com](https://reganinv.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Regan Investments, Inc. (CRD 121868): Form ADV filing data as of October 2026.