Regal Investment Advisors LLC

Firm record

As recorded in SEC IAPD

Firm CRD

125004

SEC number

801-71923

Firm type

RIA

Assets under management

$2.9B as of May 18, 2026

Website

regal-lionshare.com ↗

Phone

616-224-2204

Address

2687 44th Street Se, Kentwood, MI, 49512

Advisors at this firm

99 in our index · page 2 of 2

• Matthew Kyle KoballCRD 8257275 · Waconia, MN
  IA Registered
• Dustin Edward LeachCRD 4240352 · Monroe, MI
  IA RegisteredBroker
• Thomas J LeeCRD 7648859 · Danville, VA
  IA Registered
• Spencer LademanCRD 6806633 · Kentwood, MI
  IA RegisteredBroker
• Richard Nathaniel LawCRD 7167713 · New Braunfels, TX
  IA Registered
• Barry J MagaoayCRD 2375068 · Spanish Fork, UT
  IA RegisteredBroker
• Steve Floyd MankameyerCRD 1045659 · Overland Park, KS
  IA RegisteredBroker
  Disclosure event(s) on record
• Don Ross MartinCRD 4013469 · Westlake Village, CA
  IA Registered
• Jon Michael MccardleCRD 4369983 · Lafayette, IN
  IA RegisteredBroker
• Michael Warren MorrisonCRD 1220421 · Fountain Valley, CA
  IA Registered
• James Cameron MusgraveCRD 2997304 · Silver Spring, MD
  IA RegisteredBroker
• Vinh MaCRD 3181557 · Grand Rapids, MI
  IA RegisteredBroker
• Dennis MancusoCRD 7954298 · Cedar Grove, NJ
  IA RegisteredBroker
• Laura Kramer McreynoldsCRD 6915789 · Quincy, IL
  IA Registered
• Daniel Rosado MercadoCRD 2428240 · Wesley Chapel, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Richard Eugene MillerCRD 7276585 · Columbia, SC
  IA RegisteredBroker
• Matthew Joseph MortillaroCRD 7303849 · Morristown, NJ
  IA RegisteredBroker
• Ivan Michael NalibotskyCRD 2385791 · Gaithersburg, MD
  IA Registered
  Disclosure event(s) on record
• Phillip Wayne OlneyCRD 5519378 · Ventura, CA
  IA RegisteredBroker
• Phillip Max OwensCRD 1697253 · Grand Rapids, MI
  IA RegisteredBroker
• Travis Robert PeltzCRD 6041996 · Rogers City, MI
  IA RegisteredBroker
• Christopher Mark PetersonCRD 3162809 · Grand Rapids, MI
  IA Registered
• Louis Ralph PetrilloCRD 5258929 · Audubon, NJ
  IA RegisteredBroker
• Matteo PetrilloCRD 5099009 · Audubon, NJ
  IA RegisteredBroker
• Marina B PeacockCRD 6105367 · Capron, IL
  IA RegisteredBroker
• James Richard ReimCRD 1303142 · Erie, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Hunter Kenneth ReddickCRD 7868681 · Oviedo, FL
  IA Registered
• Christopher Tyler SimonCRD 2366533 · Mt. Joy, PA
  IA RegisteredBroker
• Kristen Kelly SmigelskiCRD 2861405 · Palm Beach Gardens, FL
  IA RegisteredBroker
• Russell Alan SmithCRD 1124019 · Canyon Lake, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Dave M StanfieldCRD 3075652 · Seattle, WA
  IA RegisteredRegistration inactive
• Paul Anthony SavageCRD 7886155 · Kentwood, MI
  IA RegisteredBroker
• Cory James ThompsonCRD 3146207 · Jenks, OK
  IA RegisteredBroker
• Russell L ThompsonCRD 6610312 · Daytona Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Anthony Steven ThorntonCRD 1335382 · Sugarland, TX
  IA RegisteredBroker
• Aaron Christopher TiceCRD 5643342 · Elk River, MN
  IA RegisteredBroker
• Alan Elmer TomanCRD 6666558 · Los Angeles, CA
  IA RegisteredBroker
• Lisa TursiCRD 2508206 · Sudbury, MA
  IA RegisteredBroker
• Jeffrey Alan UmbaughCRD 4299073 · Plymouth, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Vipul Braj VarmaCRD 6577577 · Parker, CO
  IA RegisteredBroker
• Jill Anne VeenstraCRD 3222590 · Kentwood, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Peter Louis VescoviCRD 2868446 · Chesire, CT
  IA RegisteredBroker
• Peter Louis VescoviCRD 4567338 · Dallas, TX
  IA RegisteredBroker
• Bambrah Kai WalkerCRD 5321634 · Lafayette, IN
  IA RegisteredBroker
• Christopher Lee WarberCRD 4718073 · Green Bay, WI
  IA RegisteredRegistration inactive
• James Patrick WhiteCRD 4354918 · Kentwood, MI
  IA RegisteredBroker
• Bradley WallickCRD 2736210 · Wilmington, DE
  IA Registered
• Brian Dale YarchCRD 4075003 · Kentwood, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Andres Fabian ZambranoCRD 7333069 · Winter Park, FL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.