Reagan Companies Asset Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$901,680,833
Clients
764
Advisors
5
of 9 employees
About
Reagan Companies Asset Management, Inc. provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients) as well as pension, profit sharing and other retirement plans. The firm also offers retirement plan consulting and will, when appropriate, direct clients to third‑party investment advisers; it reports $1,160,784,261 in discretionary assets under management.
The firm’s investment process is documented in client-specific Investment Policy Statements and combines charting, fundamental, technical and cyclical analysis across long‑ and short‑term trading strategies. RCAM typically operates with discretionary trading authority, monitors portfolios regularly, and implements outside managers in certain situations (including relationships with Vanguard Personalized Indexing and Parametric where appropriate).
Noteworthy features include a relatively high level of assets per advisor — the firm’s AUM divided among a small advisory team places it above $200 million per advisor, which is uncommon for comparable team firms. RCAM also provides no‑charge educational seminars and workshops on market updates, offers 3(38) fiduciary services for some retirement plans, and requires clients to use RCAM‑recommended custodians rather than allowing directed brokerage.
Client services
Expertise
Fee options
$1,500 fixed fee for financial plans
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%
$150 to $500 per hour for financial planning services
Account minimum: $250,000
Main office
443 N Franklin St, Suite 220
Syracuse NY 13204
Advisors at this office
5
Most active in
Florida · New York · North Carolina · South Carolina · Texas · Virginia
Also doing business as
Reagan Companies Asset Management, Inc · Reagan Investment Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
David H
CFP®, Series 66
Syracuse, 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.
Daniel E
CFP®, Series 66
Syracuse, 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.
Richard R
CFP®, Series 63
Syracuse, 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.
Christopher R
CFP®, Series 66
Syracuse, 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.
Ethan C
Series 66
Syracuse, NY
Reagan Companies Asset Management, Inc
Ethan Ciota is a financial advisor at Reagan Companies Asset Management, Inc. in Syracuse, NY, holding a Series 66 designation with one year of industry experience. His prior work experience includes a year at Equitable Advisors, LLC, and several years in education at Miami University and local schools. Reagan Companies Asset Management, Inc. provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as retirement plans and consulting services. The firm employs a multi-strategy investment process documented in client-specific Investment Policy Statements and manages over $1.1 billion in discretionary assets.
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