Regfi USA, LLC

Overview

Regfi USA, LLC is an independent registered investment adviser set up as an LLC and SEC-registered in 2026. The firm positions itself as a capital allocator and adviser to individual and family clients, offering a mix of financial planning and discretionary portfolio management. Its advisory scope explicitly covers management for individuals and small businesses, portfolios for pooled investment vehicles, work for businesses or institutions, and selection of third‑party advisers. The firm uses a variety of fee arrangements — percentage of AUM, hourly billing, subscription fees, commissions, and performance-based fees — suggesting flexibility in packaging services and compensating for outcomes. Regfi USA reports it is not an active ESG investor, does not operate as a multi‑state adviser, and is not a pension consultant or affiliated as a related adviser.

Assets & Accounts

Investments & Alternatives