RI
Regal Investment Advisors LLC
SEC RegisteredWhere Advisors Partner With Advisors
Assets Under Management
$1B–$5B
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 OrganizationsCorporations
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
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 122
Steve Floyd Mankameyer
Investment Adviser Representative
John Richard Hemenway
Investment Adviser Representative
Russell Alan Smith
Investment Adviser Representative
Michael Warren Morrison
Investment Adviser Representative
James Richard Reim
Investment Adviser Representative
Thomas Anthony Ditta
Investment Adviser Representative
Bari Walter Bell Jr
Investment Adviser Representative
Anthony Steven Thornton
Investment Adviser Representative
Jeffrey Lloyd Gibbens
Investment Adviser Representative
John Dennis Kelly
Investment Adviser Representative
Terry Dean Hollar
Investment Adviser Representative
James Allen Fischer
Investment Adviser Representative
Phillip Max Owens
Investment Adviser Representative
John Anthony Kailunas II
Investment Adviser Representative
Samuel Troy Grezaffi
Investment Adviser Representative
Robert Jerry Boerkoel
Investment Adviser Representative
Rafat Jadon Jadon
Investment Adviser Representative
Christopher Tyler Simon
Investment Adviser Representative
Barry J Magaoay
Investment Adviser Representative
Ivan Michael Nalibotsky
Investment Adviser Representative
Daniel Rosado Mercado
Investment Adviser Representative
Sidney Joseph Dufresne Jr
Investment Adviser Representative
Lisa Tursi
Investment Adviser Representative
David Evans Decesare
Investment Adviser Representative
Kevin William Berwald
Investment Adviser Representative
Bradley Wallick
Investment Adviser Representative
Gregory Peter Brick
Investment Adviser Representative
Kristen Kelly Smigelski
Investment Adviser Representative
Peter Louis Vescovi
Investment Adviser Representative
Donald Nate Carlson
Investment Adviser Representative
James Cameron Musgrave
Investment Adviser Representative
Dave M Stanfield
Investment Adviser Representative
Paul Russell Cunningham
Investment Adviser Representative
Cory James Thompson
Investment Adviser Representative
Scott Richard Flynn
Investment Adviser Representative
Christopher Mark Peterson
Investment Adviser Representative
Vinh Ma
Investment Adviser Representative
Mark Andrew Jones
Investment Adviser Representative
Jill Anne Veenstra
Investment Adviser Representative
Don Ross Martin
Investment Adviser Representative
Tamara Leah Higgins
Investment Adviser Representative
Robin Miller Drews
Investment Adviser Representative
Brian Dale Yarch
Investment Adviser Representative
Dustin Edward Leach
Investment Adviser Representative
Mark Christopher Connell
Investment Adviser Representative
Jeffrey Alan Umbaugh
Investment Adviser Representative
Edward C Lewis
Investment Adviser Representative
James Patrick White
Investment Adviser Representative
Jon Michael McCardle
Investment Adviser Representative
Paul M. Bailley
Investment Adviser Representative
Peter Louis Vescovi
Investment Adviser Representative
James Steven Hammond
Investment Adviser Representative
Shawn Christian Everett
Investment Adviser Representative
Christopher Lee Warber
Investment Adviser Representative
Lee Charles Cole
Investment Adviser Representative
Melissa Marie Clements
Investment Adviser Representative
Carlos Alberto Guzman
Investment Adviser Representative
Jon Robert Erickson
Investment Adviser Representative
Scott Phillip Hanson
Investment Adviser Representative
Matteo Petrillo
Investment Adviser Representative
James Brian Dillon
Investment Adviser Representative
Louis Ralph Petrillo
Investment Adviser Representative
Bambrah Kai Walker
Investment Adviser Representative
Carl Andrew Keil
Investment Adviser Representative
Daylen Robert Dye
Investment Adviser Representative
Phillip Wayne Olney
Investment Adviser Representative
Herbert Robert Franco III
Investment Adviser Representative
Heather Renee Christmann
Investment Adviser Representative
Aaron Christopher Tice
Investment Adviser Representative
Jason Tyler Eagle
Investment Adviser Representative
Emily Joy Bustraan
Investment Adviser Representative
Anthony Joseph Burek
Investment Adviser Representative
Keith Reeves Barron
Investment Adviser Representative
Travis Robert Peltz
Investment Adviser Representative
Christopher James Hoxie
Investment Adviser Representative
Marina B Peacock
Investment Adviser Representative
Trevor S Kurth
Investment Adviser Representative
Vipul Braj Varma
Investment Adviser Representative
Alex Jay Hossink
Investment Adviser Representative
Russell L Thompson
Investment Adviser Representative
Jordan David Fischer
Investment Adviser Representative
Alan Elmer Toman
Investment Adviser Representative
Devan Dekker
Investment Adviser Representative
Anthony Burton
Investment Adviser Representative
Thomas Jack Bonnington
Investment Adviser Representative
Mario Luis Ruiz
Investment Adviser Representative
Kaponotuitalau Faitau
Investment Adviser Representative
Laura Kramer McReynolds
Investment Adviser Representative
Joseph B Kindig
Investment Adviser Representative
Donald Wayne Aaron Jr.
Investment Adviser Representative
Richard Nathaniel Law Jr
Investment Adviser Representative
Olivia Geiger
Investment Adviser Representative
Steven Edward Harrigan
Investment Adviser Representative
Cassandra Bezeau
Investment Adviser Representative
Richard Eugene Miller
Investment Adviser Representative
Matthew Joseph Mortillaro
Investment Adviser Representative
Tadd Alan Strabbing
Investment Adviser Representative
Andres Fabian Zambrano
Investment Adviser Representative
Michael John Barron
Investment Adviser Representative
Anthony Catapano
Investment Adviser Representative
Regulatory & compliance
CRD number
#125004
SEC Number
801-71923
Disciplinary History
Yes
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee / Other
Minimum: $10,000
Data as of May 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
regal-lionshare.comPhone
616-224-2204Editorial 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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