Reagan Companies Asset Management, Inc

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Client assets under management

$901,680,833

Clients

764

37% high-net worth

Advisors

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

191

Very High

Average account size

$1,180,211

About

Reagan Companies Asset Management, Inc provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, and employer-sponsored retirement plans (including 401(k) and pooled profit-sharing plans). The firm also offers educational seminars and workshops on market updates to clients at no charge.

RCAM documents client goals and risk tolerances in an Investment Policy Statement and implements portfolios using a mix of analysis methods—fundamental, technical, charting, and cyclical—employing both long‑ and short‑term trading as appropriate. The firm will direct clients to third‑party managers when suitable, and uses discretionary authority to execute trades; third‑party managers used include Vanguard Personalized Indexing Management and Parametric Portfolio Associates.

Managing roughly $1.16 billion in discretionary assets across four advisors, RCAM has an atypically high assets‑per‑advisor profile for its peer group. It is also notable for providing 3(38) fiduciary consulting for employer plans (including work with 403(b) public‑school programs), requiring clients to use RCAM‑recommended custodians, and receiving custodial research and related services that support its trading and reporting practices.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

College savings (529s, UTMA, etc.)

Fee options

Fixed

$1,500 fixed fee for creating client financial plans

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $4,000,000: 0.75% annually $4,000,001+: 0.50% annually

Project-based

$150 to $500 per hour for financial planning services

Other

Account minimum: $250,000

Main office location

Reagan Companies Asset Management, Inc

8 E Main Street

Marcellus NY 13108, United States

Number of offices

Most active in

Florida · New York · North Carolina · South Carolina · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 315-673-2094

Advisors at this firm

David H

CFP®, Series 66

Marcellus, NY

Reagan Companies Asset Management, Inc

David Haahr is a CFP® and Series 66-registered advisor with Reagan Companies Asset Management, Inc, where he has worked since 2012. He has nine years of industry experience. Haahr is based in Marcellus, NY, and is part of a four-advisor team at the firm. Reagan Companies Asset Management provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, offering discretionary portfolio management and educational seminars tailored to client goals and risk tolerances.

College savings (529s, UTMA, etc.)

Daniel E

CFP®, Series 66

Marcellus, NY

Reagan Companies Asset Management, Inc

Daniel Esford is a CFP® with 10 years of industry experience, currently serving as an advisor at Reagan Companies Asset Management, Inc. since 2019. His prior experience includes roles at Securities America Advisors, Inc. and Allied Financial Services Inc. Reagan Companies Asset Management, Inc. offers portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, using both long-term and short-term strategies tailored to client goals and risk tolerances.

College savings (529s, UTMA, etc.)

Richard R

CFP®, Series 63

Marcellus, NY

Reagan Companies Asset Management, Inc

Richard Reagan is a CFP® with nine years of industry experience, currently serving at Reagan Companies Asset Management, Inc., where he has worked since 2012. He holds a Series 63 designation and is based in Marcellus, NY. Reagan Companies Asset Management, Inc. provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional plan sponsors. The firm employs a combined fundamental, technical, charting, and cyclical analysis investment approach and offers discretionary portfolio management along with educational seminars and workshops.

College savings (529s, UTMA, etc.)

Christopher R

CFP®, Series 66

Marcellus, NY

Reagan Companies Asset Management, Inc

Christopher Riggi is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Reagan Companies Asset Management, Inc and Reagan Investment Management since 2018. Prior to that, he worked at Knolls Atomic Power Laboratory and The Ayco Company. Reagan Companies Asset Management, Inc serves individuals, high-net-worth clients, and institutional plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor both long-term and short-term strategies according to client goals and risk tolerances.

College savings (529s, UTMA, etc.)

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