Fee-only adviser · Syracuse, NY
Reagan Companies Asset Management, Inc
Reagan Companies Asset Management, Inc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Syracuse, New York. On its latest Form ADV, filed June 23, 2026, it reports $1.2B in regulatory assets under management, 764 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 161648 · SEC file 801-78452 |
| Office | 443 N Franklin ST Suite 220 Syracuse, NY 13204 |
| Phone | (315) 673-2094 |
| Website | www.reaganinvesting.com |
| Regulatory assets under management | $1.2B |
| Individual clients | 479 non-high-net-worth, 285 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 9 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Syracuse
- Rockbridge Investment Management, LLC $1.8B
- Adirondack Capital Advisors, LLC $422M
- Passive Capital Management, LLC $997M
- Rialto Wealth Management $626M
- Armory Capital Management, LLC $167M
- LTS Wealth Management $16K
See all 8 fee-only advisers in Syracuse →
Nearby
- Dewitt 4 firms
- Liverpool 2 firms
- East Syracuse 3 firms
- Fayetteville 2 firms
- Chittenango 1 firm
- Skaneateles 2 firms
- Cazenovia 1 firm
- Homer 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Reagan Companies Asset Management, Inc? Update this listing.