# REGAL ADVISORY SERVICES, INC.

REGAL ADVISORY SERVICES, INC. of GLENVIEW, IL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 123842
- Type: SEC-registered investment adviser
- SEC file number: 801-71619
- Location: 950 NORTH MILWAUKEE AVENUE, SUITE 101, GLENVIEW, IL, 60025-3771
- Phone: 877-488-6537
- Latest filing: 2026-07-31
- Regulatory AUM: $121.4M
- Discretionary AUM: $64.4M
- Non-discretionary AUM: $57.0M
- Clients: 25
- Accounts: 274

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Joseph A George | CCO | Hermitage, PA |
| George Bokios | GRANTOR; SHAREHOLDER; SHAREHOLDER/ INTERIM CHIEF COMPLIANCE OFFICER | — |
| Skaiste Aksomitaite | SECRETARY / TREASURER | — |
| Victoria Theadora Bokios | TRUSTEE | — |
| Michael Dean Thomas | DIRECTOR OF RELATIONSHIP MANAGEMENT | — |
| Jeremy Aaron Engelbrecht | CHIEF COMPLIANCE OFFICER (INTERIM) | — |
| Basil George Joseph | CCO; CHIEF COMPLIANCE OFFICER | — |
| BOKIOS GEORGE | GRANTOR; PRESIDENT DIRECTOR; SHAREHOLDER | — |
| AKSOMITAITE SKAISTE | SECRETARY / TREASURER | — |
| VILLAFLOR ROBERT FUSTER | INDIRECT OWNER; SHAREHOLDER | — |
| GARCIA DAVID GEORGE | CHIEF COMPLIANCE OFFICER | — |
| VILLAFLOR ROBERT VIRGIL | PRESIDENT | — |
| ZIMMER ANDREW RUDOLPH | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER | — |
| BOKIOS EUGENIA THEADORA | PRESIDENT; TRUSTEE | — |
| MANCHESTER CONSTANCE SUE | CHIEF COMPLIANCE OFFICER | — |
| GUDE VERONICA LYNN | PRESIDENT | — |
| STEENO JASON RAYMOND | PRESIDENT | — |
| DURAN GABRIEL ALAN | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (10)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123842/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123842/similar
- Related entities: https://search.stillhousedata.com/firm/123842/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123842

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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.