# REAGAN COMPANIES ASSET MANAGEMENT, INC

REAGAN COMPANIES ASSET MANAGEMENT, INC of SYRACUSE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 161648
- Type: SEC-registered investment adviser
- SEC file number: 801-78452
- Location: 443 N FRANKLIN ST, SUITE 220, SYRACUSE, NY, 13204
- Phone: 315-673-2094
- Latest filing: 2026-06-23
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Clients: 9
- Accounts: 2,100

## Business model

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

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Richard Paul Reagan | PRESIDENT | — |
| David Haahr | CHIEF OPERATING OFFICER | — |
| Michelle L Cathcart | CHIEF COMPLIANCE OFFICER | — |
| Lisa Marie Bardou | CHIEF COMPLIANCE OFFICER | — |
| VALENTINE LEANNE MARIE | CHIEF COMPLIANCE OFFICER | — |
| REAGAN RICHARD PAUL | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| REAGAN JAMES MICHAEL | TREASURER | — |
| REAGAN EDWARD JOHN | SECRETARY | — |
| BARDOU LISA MARIE | CHIEF COMPLIANCE OFFICER | — |
| HAAHR DAVID | CHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER | — |
| Michelle L. Cathcart | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/161648/brochure
- Similar advisers: https://search.stillhousedata.com/firm/161648/similar
- Related entities: https://search.stillhousedata.com/firm/161648/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/161648

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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.