This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-20-2003
- Office Locations
- 1
Office Locations
About Regal Capital Management, Inc.
Regal Capital Management, Inc. is an independent RIA in Bedford, IN serving entrepreneurs and other individuals with financial planning, tax and estate planning, insurance guidance, and portfolio construction. The firm emphasizes asset allocation and risk management, building portfolios primarily with ETFs and mutual funds, with selective use of real estate and hedge funds. Boutique, owner-led practice established in 2003.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRUCE WAYNE ROBERTS
Chief Compliance Officer, President
- CRD
- #4325482
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,220,474 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,220,474 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing