REGAL INVESTMENT Overview

Regal Investment Advisors Llc is an investment advisor that manages 672.5 MM dollars in regulatory AUM and has 117 employees, of which 103 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/13 to 09/30/16. The fund's latest filing disclosed 348MM in positions, representing 52% of the manager's regulatory AUM.

REGAL INVESTMENT StockAlpha

-1.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

REGAL INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
USMV 2.6% ETF -0.92% -0.11% 0 5%
SPY 2.22% ETF 3.84% 0% 0 29%
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FEATURED IN
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REGAL INVESTMENT Founders and Key Employees

Name Title In Position Since
John A. Kailunas Managing Member And President January-2000
Brian D. Yarch Managing Member, Chief Operating Officer, Chief Compliance Officer January-2000
Donald N. Carlson Executive Vice President June-2012
James C. Tassoni Chief Investment Officer March-2014

REGAL INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

REGAL INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:

• Charting Analysis - involves the gathering and processing of price and volume information for a particular security. This price and volume information is analyzed using mathematical equations. The resulting data is then applied to graphing charts, which is used to predict future price movements based on price patterns and trends.
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such
as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value.
• Technical Analysis - i...
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REGAL INVESTMENT Portfolio Concentration

REGAL INVESTMENT Location

2687 44TH STREET SE
KENTWOOD, Michigan
UNITED STATES, 49512

REGAL INVESTMENT Contact Information

Phone Number: 616-224-2204
Fax Number: 616-458-7402
Website:

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