Regal Advisory Services, Inc.

Overview

Regal Advisory Services, Inc. is a privately held corporate RIA that has been SEC-registered since 2010. The firm serves both individual and family clients as well as institutional investors, and reports acting as a capital allocator that makes third‑party alternative allocations. Its fee arrangements include both a percentage-of-AUM component and fixed-fee engagements. Advisory offerings focus on financial planning, portfolio management for individuals and small businesses, manager selection (selection of other advisers), and client education through seminars and workshops. The firm lists broker‑dealer and insurance company affiliations. The snapshot flags Regal as not being an active ESG investor and not registered as a multi-state adviser.

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Location & Offices