Oliver Regan Advisors, LLC

Overview

Oliver Regan Advisors, LLC is a small, independent registered investment adviser operating as a single-owner limited liability company. The firm focuses on financial planning and portfolio management for individuals, families and small business clients. Investment activity is concentrated in publicly available pooled vehicles — principally mutual funds — with third‑party manager exposure to hedge fund strategies where the firm deems those strategies appropriate for client objectives. The adviser presents itself as a boutique, high-touch practice: few clients, bespoke account-level management and flexible fee arrangements (percentage of AUM, hourly and fixed fees). The firm is not positioned as an institutional allocator or pension consultant, and it does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices