# REGAN INVESTMENTS, INC.

REGAN INVESTMENTS, INC. of MINNETONKA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 121868
- Type: SEC-registered investment adviser
- SEC file number: 801-70012
- Location: 601 CARLSON PARKWAY, MINNETONKA, MN, 55305
- Phone: 952-473-1080
- Latest filing: 2026-03-10
- Regulatory AUM: $67.0M
- Discretionary AUM: $66.6M
- Non-discretionary AUM: $440K
- Clients: 3
- Accounts: 199

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| REGAN ROBERT MORGAN | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| REGAN ROBERT M | VICE-PRESIDENT | — |
| SMITH CYNTHIA REGAN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121868/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121868/similar
- Related entities: https://search.stillhousedata.com/firm/121868/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121868

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.