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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-09-2007
- Office Locations
- 1
Office Locations
About REG Capital Advisors
REG Capital Advisors is an independent investment manager providing discretionary portfolio management for families and small businesses. The firm focuses on equity investing, using in-house fundamental research and a disciplined “Value Plus Favorable Change” approach that targets undervalued, out-of-favor stocks with improving fundamentals. Led by President Richard E. Greulich Jr. (Kellogg), with 40+ years of industry experience.
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Owner & Executives
RICHARD EVANS GREULICH JR.
Advisor, Chief Executive Officer, President
- CRD
- #1087963
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,696,282 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,696,282 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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