# REGAL INVESTMENT ADVISORS LLC

REGAL INVESTMENT ADVISORS LLC of KENTWOOD, MI is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 125004
- Type: SEC-registered investment adviser
- SEC file number: 801-71923
- Location: 2687 44TH STREET SE, KENTWOOD, MI, 49512
- Phone: 616-224-2204
- Latest filing: 2026-05-18
- Regulatory AUM: $2.9B
- Discretionary AUM: $2.4B
- Non-discretionary AUM: $432.2M
- Clients: 131
- Accounts: 13,473

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| John Anthony Kailunas | CEO; MANAGING MEMBER AND CEO; MEMBER | — |
| Brian Dale Yarch | MANAGING MEMBER | — |
| Donald Nate Carlson | EXECUTIVE VICE PRESIDENT | — |
| Thomas Jack Bonnington | CHIEF COMPLIANCE OFFICER | — |
| William Samuel Best | CHIEF OPERATING OFFICER | — |
| TAUNT JOSEPH LAWRENCE | CHIEF INVESTMENT OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CFO | — |
| KAILUNAS JOHN ANTHONY | MANAGING MEMBER AND CEO; MANAGING MEMBER AND PRESIDENT; PRESIDENT, COO | — |
| YARCH BRIAN DALE | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| YARCH BRIAN D | MANAGING MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| CARLSON DONALD NATE | EXECUTIVE VICE PRESIDENT | — |
| TASSONI JAMES CARROLL | CHIEF INVESTMENT OFFICER | — |
| CZIZEK ANNE CHRISTINE | CHIEF COMPLIANCE OFFICER | — |
| DEANGELIS MARK JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| Bonnington Thomas Jack | CHIEF COMPLIANCE OFFICER | — |
| WESTIN BENJAMIN ERIC | CHIEF COMPLIANCE OFFICER | — |
| BEST WILLIAM SAMUEL | CHIEF OPERATING OFFICER | — |


## Disclosures (26)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2021-04-30 | regulatory | THE ALLEGATIONS ARE FAILING TO (I) PROVIDE ADVISORY SERVICES TO CERTAIN CLIENTS AFTER THEIR INVESTMENT ADVISER REPRESENTATIVES ("IARS") LEFT REGAL, AND (II) DISCLOSE CONFLICTS OF INTEREST ARISING FROM COMPENSATION RECEIVED FROM AN AFFILIATED PORTFOLIO MANAGER. | Final | $150K |
| — | regulatory | — | — | — |


## Branch offices (33)

_Showing 15 of 33 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| PEWAUKEE | WI | 5 | 262-901-0288 |
| ERIE | PA | 5 | 8148330440 |
| SUDBURY | MA | 3 | (508) 353-8503 |
| MONROE | MI | 3 | 734-457-9123 |
| CANYON LAKE | CA | 3 | 9512443720 |
| MORRISTOWN | NJ | 3 | (862) 668-5022 |
| GRAND RAPIDS | MI | 2 | 6164259407 |
| PLYMOUTH | IN | 2 | 574-936-9910 |
| — | — | 2 | 815-997-7766 |
| MONROE | LA | 2 | 9196225916 |
| — | — | 2 | (808) 292-0890 |
| SILVER SPRING | MD | 2 | 301-588-0514 |
| GREENVILLE | SC | 2 | 8646312456 |
| DENVER | CO | 2 | 303-475-6406 |
| WESLEY CHAPEL | FL | 2 | (352) 424-6119 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125004/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125004/similar
- Related entities: https://search.stillhousedata.com/firm/125004/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125004

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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.