firm profile
Regal Investment Advisors LLC
Overview
Regal Investment Advisors LLC is an SEC registered investment adviser based in Kentwood, MI, registered since 2010. It reports $2.9B in assets under management across 13,473 accounts, with 131 employees. It has 118 investment adviser representatives.
- Reported AUM
- $2.9B
- Discretionary
- 85%
- Accounts
- 13,473
- Average account
- $214K
- Employees
- 131
- Advisory reps
- 118
- Registered since
- 2010
- Jurisdictions
- 50
As reported in the firm's May 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 4
- John Anthony Kailunas II Chief Executive Officer CRD 2048289
- Thomas Jack Bonnington Chief Compliance Officer CRD 6804667
- William Samuel Best Chief Operating Officer CRD 6801123
1 more executive officer, with direct contact details
Advisory reps 3 of 118
- Donald W Aaron Jr. Insurance Agent · Investment Adviser Rep CRD 7163659
- Donna Marie Adams Registered Rep · Investment Adviser Rep CRD 4375964
- Blane M Bailley Insurance Agent · Investment Adviser Rep CRD 8072997
115 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 2687 44th St SE
Kentwood, MI 49512 - County
- Kent
- Metro area
- Grand Rapids-Kentwood, MI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 50 jurisdictions
- Website: regalria.net
Every state, with registration dates
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