A complete list of active advisors currently associated with Regal Investment Advisors LLC
Warmer can help you find a great advisor at Regal Investment Advisors LLC or one who fits your needs even better.
Regal Investment Advisors, doing business as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers (Primary Advisors) and, through them, to their individual, high-net-worth, and corporate clients. The firm operates an enterprise-scale sub-advisory platform managing roughly $2.88 billion across proprietary and third-party Strategies and works with a network of IARs and Primary Advisors rather than maintaining direct advisory relationships with end clients. LionShare implements Strategies selected by Primary Advisors, offering internally managed Proprietary Strategies (including Dividend Plus, Regalfolios, Dunamis, Durand, LionShare Model Allocation Series, and LionShare Partner Series) alongside Third-Party Strategies, and performs trade execution, rebalancing, and overlay management for those models. Under this sub-advisory model LionShare exercises day-to-day trading discretion within strategy parameters while Primary Advisors remain responsible for client suitability, communications, and fiduciary duties. The firm markets its proprietary offerings and, according to its disclosures, may present predecessor or prior-manager performance information for strategies, a practice that is less common among enterprise peers and relevant when evaluating historical returns. Regal is part of a broader financial services enterprise with an affiliated broker-dealer, disclosed revenue-sharing arrangements with certain mutual funds, and a prior SEC enforcement matter (including disgorgement and penalties) noted in its ADV, all of which bear on potential conflicts and oversight.
To learn more about the advisors currently working at Regal Investment Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")