# REGAN FINANCIAL GROUP, LLC

REGAN FINANCIAL GROUP, LLC of DANVILLE, CA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 284756
- Type: SEC-registered investment adviser
- Location: 145 TOWN AND COUNTRY ROAD, DANVILLE, CA, 94526
- Phone: 925-820-0630
- Latest filing: 2026-03-26
- Regulatory AUM: $739K
- Non-discretionary AUM: $739K
- Clients: 2
- Accounts: 18

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284756/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284756/similar
- Related entities: https://search.stillhousedata.com/firm/284756/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284756

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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.