A complete list of active advisors currently associated with Regatta Capital Group, LLC

Warmer can help you find a great advisor at Regatta Capital Group, LLC or one who fits your needs even better.

Regatta Capital Group is a SEC‑registered, multi‑advisor wealth management firm that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, charitable organizations, trusts, estates, and institutional investors, and reports managing approximately $1.55 billion in client assets as of December 31, 2025. Services include comprehensive financial planning and consulting, discretionary and non‑discretionary portfolio management, retirement plan advisory (including ERISA-related services), and facilitation of digital asset exposure through Fidelity Digital Asset Services. The firm generally constructs long‑term, diversified portfolios using low‑cost mutual funds and ETFs while also utilizing individual stocks and bonds and making shorter‑term trades for rebalancing or tactical reasons; Regatta describes its investment process as fundamentally driven with continuous client monitoring and both discretionary and non‑discretionary account options. Regatta also manages institutional and pooled vehicles and notes it serves as investment manager for affiliated private funds (for example, Regatta Ventures Fund I), including related oversight and reporting practices. Regatta’s brochure highlights several activities that are less common among multi‑team peers: it acts as a private fund adviser and fund sponsor/syndicator, manages pooled investment vehicles (including portfolio management for pooled vehicles), and discloses performance‑based compensation arrangements and the use of hypothetical performance in its materials—features the firm acknowledges create potential conflicts and says it addresses through policies and disclosures. The firm also offers ancillary services not always found at peers of its size, such as optional estate‑document generation and transformational coaching, and maintains institutional relationships with custodians that provide research and technology support.

To learn more about the advisors currently working at Regatta Capital Group, 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.