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REAGAN COMPANIES ASSET MANAGEMENT, INC
CRD 161648File 801-78452
APPROVED
Retail clients
Filing as of Jun 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.16B
Above cohort median (national)
Discretionary AUM
$1.16B
Clients
780
2,100 accounts
Employees
9
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 26, 2013
- Principal office
- 443 N FRANKLIN ST, SUITE 220, SYRACUSE, NY, 13204
- Phone
- 315-673-2094
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.16B
- Discretionary AUM
- $1.16B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,100
- Non-discretionary accounts
- 0
- Total accounts
- 2,100
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 285 | $701.7M |
| Pension and profit sharing plans | 16 | $259.1M |
| Individuals (other than high net worth individuals) | 479 | $200.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2026 | Clients | 738 | 780 | increased by42 |
| Apr 1, 2026 | AUM | $992,298,797 | $1,160,784,261 | increased by$168,485,464 |
| Apr 1, 2026 | Accounts | 1,890 | 2,100 | increased by210 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 630 | 738 | increased by108 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $758,901,164 | $992,298,797 | increased by$233,397,633 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 630 | 1,890 | increased by1,260 |
| Mar 1, 2022 | Clients | 574 | 630 | increased by56 |
| Mar 1, 2022 | AUM | $616,957,721 | $758,901,164 | increased by$141,943,443 |
| Mar 1, 2022 | Accounts | 1,365 | 630 | decreased by735 |
| Jun 1, 2021 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “REAGAN COMPANIES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REAGAN COMPANIES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.