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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 13, 2019
    • $1.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 9K
      Accounts
    • $149.7K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

123

name start date
Kyle Anthony Davis
January 2015
Chad Andrew Brown
January 2017
Jeffrey Alan Umbaugh
February 2015
Andre Lee Irlbeck
July 2018
Christopher James Hoxie
April 2019

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Regal Financial Group, LLC -- --
    Regulus Advisors, LLC Broker-Dealer --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      John Anthony Kailunas Managing Member And Ceo January, 2000 75% or more
      Brian Dale Yarch Managing Member, Chief Operating Officer, Chief Compliance Officer January, 2000 10% to 25%
      Donald Nate Carlson Executive Vice President June, 2012 less than 5%
      James Carroll Tassoni Chief Investment Officer March, 2014 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Other