Reagan Companies Asset Management, Inc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 780
- Avg AUM / client
- $1.5M
- Accounts
- 2,100
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jun 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 479 | $200M | 17.2% |
| High net worth individuals | 285 | $702M | 60.5% |
| Pension and profit sharing plans | 16 | $259M | 22.3% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Employees' Profit Sharing & Retirement Plan Of Haun Welding Supply, Inc. Haun Welding Supply, Inc | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Paul Reagan | President | CFP | Jan 2014 (13y) | 75% or more |
| Bardou, Lisa, Marie | Chief Compliance Officer | Jan 2015 (12y) | Less than 5% | |
| David Haahr | Chief Operating Officer | CFP | Jan 2015 (12y) | Less than 5% |
| Christopher P. Riggi | Registered representative | CFP | Oct 2018 (8y) | |
| Daniel Joseph Esford | Registered representative | CFP | Jul 2019 (7y) | |
| Ethan Robert Ciota | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Employees' Profit Sharing & Retirement Plan Of Haun Welding Supply, Inc. | Haun Welding Supply, Inc | 316 | $26.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $893M (77% of AUM) Jun 2026
- Hand Benefits & Trust $257M (22% of AUM) Jun 2026
- Mg Trust/Aspire $8.2M (1% of AUM) Sep 2023
- Broadridge Financial Solutions, Inc. $7.3M (1% of AUM) Jul 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗