RI
REGAL INVESTMENT ADVISORS LLC
SEC RegisteredWhere Advisors Partner With Advisors
KENTWOOD, MIhttps://regal-lionshare.com616-224-2204
Assets Under Management
$1B–$5B
Employees
131
Office Locations
25 offices
Total Accounts
13473
About the firm
LionShare is a distribution platform that brings together portfolio managers, practice management specialists, and Advisor Advocates with the operational scale and resources of Regal Investment Advisors to empower and aid in the development of independent Registered Investment Advisors and Investment Advisor Representatives. LionShare creates a bridge between portfolio managers and potential advisors to expand the marketplace, offering analysis on risk, performance, and fee structures while building strong relationships in a fiduciary manner.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Areas of expertise
Distribution PlatformPortfolio ManagementAdvisor DevelopmentPractice ManagementFiduciarySub-advisoryRIA SupportInvestment Performance AnalysisMarketing Materials
Services
Distribution platform services including analysis on risk, performance, and fee structures; creation of compliant marketing materials such as pitch books and financial presentations; investment performance statistics analysis; advisor relations management; and sub-advisory relationships through an independent national network.
Who they serve
Independent Registered Investment Advisors and Investment Advisor Representatives
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 7,665 | $1.6B |
| High Net Worth Individuals | 555 | $1.1B |
| Charitable Organizations | 40 | $127M |
| State/Municipal Entities | 6 | — |
61 total clients reported on Form ADV.
Leadership
John Anthony Kailunas
MANAGING MEMBER AND PRESIDENT
Brian D Yarch
MANAGING MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER
Office locations
25 offices in 15 states
MI
KENTWOODHQ
SC
COLUMBIA
VA
DANVILLE
MI
GRAND RAPIDS
AZ
SCOTTSDALE
GA
ATLANTA
MN
BLOOMINGTON
WI
PEWAUKEE
NC
HICKORY
MI
MONROE
IN
PLYMOUTH
MI
GRAND LEDGE
IL
ROCKFORD
IN
LAFAYETTE
IL
FREEPORT
MI
ROGERS CITY
CA
CANYON LAKE
MI
KALAMAZOO
NJ
AUDUBON
PA
ERIE
OH
INDEPENDENCE
OH
OAKWOOD VILLAGE
LA
MONROE
MI
TROY
NJ
MORRISTOWN
Advisors at this firm
Showing 100 of 123
Donald Wayne Aaron
Investment Adviser Representative
Blake Albregts
Investment Adviser Representative
Paul M. Bailley
Investment Adviser Representative
Keith Reeves Barron
Investment Adviser Representative
Bari Walter Bell Jr
Investment Adviser Representative
Kevin William Berwald
Investment Adviser Representative
Cornelius Willem Boerkoel
Investment Adviser Representative
Robert Jerry Boerkoel
Investment Adviser Representative
Emily Joy Bustraan
Investment Adviser Representative
Blane M Bailley
Investment Adviser Representative
Michael John Barron
Investment Adviser Representative
Cassandra Bezeau
Investment Adviser Representative
Thomas Jack Bonnington
Investment Adviser Representative
Gregory Peter Brick
Investment Adviser Representative
Anthony Joseph Burek
Investment Adviser Representative
Anthony Burton
Investment Adviser Representative
Ericka Butler
Investment Adviser Representative
Donald Nate Carlson
Investment Adviser Representative
Heather Renee Christmann
Investment Adviser Representative
Melissa Marie Clements
Investment Adviser Representative
Lee Charles Cole
Investment Adviser Representative
Paul Russell Cunningham
Investment Adviser Representative
Anthony Catapano
Investment Adviser Representative
Mark Christopher Connell
Investment Adviser Representative
Junior Corria
Investment Adviser Representative
David Evans Decesare
Investment Adviser Representative
James Brian Dillon
Investment Adviser Representative
Sidney Joseph Dufresne Jr
Investment Adviser Representative
Daylen Robert Dye
Investment Adviser Representative
Leonard Maurice Dandridge
Investment Adviser Representative
Devan Dekker
Investment Adviser Representative
Darrans Margens Desire
Investment Adviser Representative
Ralph Edma Desire
Investment Adviser Representative
Thomas Anthony Ditta
Investment Adviser Representative
Robin Miller Drews
Investment Adviser Representative
Jason Tyler Eagle
Investment Adviser Representative
Jon Robert Erickson
Investment Adviser Representative
Shawn Christian Everett
Investment Adviser Representative
Kaponotuitalau Faitau
Investment Adviser Representative
James Allen Fischer
Investment Adviser Representative
Jordan David Fischer
Investment Adviser Representative
Scott Richard Flynn
Investment Adviser Representative
Herbert Robert Franco III
Investment Adviser Representative
Jeffrey Lloyd Gibbens
Investment Adviser Representative
Samuel Troy Grezaffi
Investment Adviser Representative
Olivia Geiger
Investment Adviser Representative
Trey Gilbert
Investment Adviser Representative
Carlos Alberto Guzman
Investment Adviser Representative
James Steven Hammond
Investment Adviser Representative
Jodi Lynn Hanson
Investment Adviser Representative
Scott Phillip Hanson
Investment Adviser Representative
Tamara Leah Higgins
Investment Adviser Representative
Terry Dean Hollar
Investment Adviser Representative
Steven Edward Harrigan
Investment Adviser Representative
John Richard Hemenway
Investment Adviser Representative
Alex Jay Hossink
Investment Adviser Representative
Christopher James Hoxie
Investment Adviser Representative
Rafat Jadon Jadon
Investment Adviser Representative
Mark Andrew Jones
Investment Adviser Representative
John Dennis Kelly
Investment Adviser Representative
Trevor S Kurth
Investment Adviser Representative
John Anthony Kailunas
Investment Adviser Representative
Carl Andrew Keil
Investment Adviser Representative
Joseph B Kindig
Investment Adviser Representative
Thomas Kowalkoski
Investment Adviser Representative
Dustin Edward Leach
Investment Adviser Representative
Thomas J Lee
Investment Adviser Representative
Edward C Lewis
Investment Adviser Representative
Richard Nathaniel Law
Investment Adviser Representative
Caitlyn Ann Leffler
Investment Adviser Representative
Barry J Magaoay
Investment Adviser Representative
Steve Floyd Mankameyer
Investment Adviser Representative
Jon Michael McCardle
Investment Adviser Representative
James Cameron Musgrave
Investment Adviser Representative
Vinh Ma
Investment Adviser Representative
Dennis Mancuso
Investment Adviser Representative
Don Ross Martin
Investment Adviser Representative
Steven Michael Martinez
Investment Adviser Representative
Laura Kramer McReynolds
Investment Adviser Representative
Daniel S Mercado
Investment Adviser Representative
Daniel Rosado Mercado
Investment Adviser Representative
Richard Eugene Miller
Investment Adviser Representative
Michael Warren Morrison
Investment Adviser Representative
Matthew Joseph Mortillaro
Investment Adviser Representative
Ivan Michael Nalibotsky
Investment Adviser Representative
Phillip Max Owens
Investment Adviser Representative
Phillip Wayne Olney
Investment Adviser Representative
Travis Robert Peltz
Investment Adviser Representative
Christopher Mark Peterson
Investment Adviser Representative
Louis Ralph Petrillo
Investment Adviser Representative
Matteo Petrillo
Investment Adviser Representative
Marina B Peacock
Investment Adviser Representative
Shane S Price
Investment Adviser Representative
James Richard Reim
Investment Adviser Representative
Hunter Kenneth Reddick
Investment Adviser Representative
Colby David Robbe
Investment Adviser Representative
Mario Luis Ruiz
Investment Adviser Representative
Christopher Tyler Simon
Investment Adviser Representative
Dave M Stanfield
Investment Adviser Representative
Jamison Scott Sanders
Investment Adviser Representative
Regulatory & compliance
CRD number
#125004
SEC Number
801-71923
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Minimum: $10,000
Data as of April 15, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
regal-lionshare.comPhone
616-224-2204Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. REGAL INVESTMENT ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.