REGENCY INVESTMENT ADVISORS INC
CRD #106990 SEC #801-44406 FRESNO, CA 559-438-2640
SEC Registered
Total AUM
$1B
Discretionary
$955.4M
Employees
15
Clients
11
Accounts
1,914
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1B | $955.4M | $57.9M | 15 | 0 |
| Nov 2025 | $1B | $955.4M | $57.9M | 15 | 0 |
| Nov 2025 | $1B | $955.4M | $57.9M | 15 | 0 |
| Mar 2025 | $1B | $955.4M | $57.9M | 15 | 0 |
| Apr 2024 | $877.3M | $868.9M | $8.4M | 14 | 0 |
| Mar 2024 | $877.3M | $868.9M | $8.4M | 14 | 0 |
| Dec 2023 | $678.9M | $664.6M | $14.3M | 14 | 0 |
| Apr 2023 | $678.9M | $664.6M | $14.3M | 14 | 0 |
| Feb 2023 | $678.9M | $664.6M | $14.3M | 14 | 0 |
| Mar 2022 | $777.4M | $769.9M | $7.4M | 15 | 0 |
| Jan 2022 | $650.3M | $644.2M | $6.1M | 15 | 1 |
| Aug 2021 | $650.3M | $644.2M | $6.1M | 15 | 1 |
| Feb 2021 | $650.3M | $644.2M | $6.1M | 15 | 1 |
| Oct 2020 | $522.2M | $519.2M | $3M | 16 | 3 |
| Aug 2020 | $522.2M | $519.2M | $3M | 16 | 3 |
| Jun 2020 | $522.2M | $519.2M | $3M | 16 | 3 |
| Jun 2020 | $522.2M | $519.2M | $3M | 16 | 3 |
| May 2020 | $522.2M | $519.2M | $3M | 16 | 3 |
| Mar 2020 | $522.2M | $519.2M | $3M | 16 | 3 |
| Dec 2019 | $447.8M | $434.7M | $13.1M | 12 | 0 |
| Oct 2019 | $447.8M | $434.7M | $13.1M | 12 | 0 |
| Aug 2019 | $447.8M | $434.7M | $13.1M | 12 | 0 |
| Aug 2019 | $447.8M | $434.7M | $13.1M | 12 | 0 |
| May 2019 | $447.8M | $434.7M | $13.1M | 12 | 0 |
| Mar 2019 | $447.8M | $434.7M | $13.1M | 12 | 0 |
| Dec 2018 | $439.6M | $424.4M | $15.1M | 10 | 0 |
| Jun 2018 | $439.6M | $424.4M | $15.1M | 10 | 0 |
| Mar 2018 | $439.6M | $424.4M | $15.1M | 12 | 0 |
| Jul 2017 | $339.4M | $328.8M | $10.6M | 10 | 500 |
| Apr 2017 | $339.4M | $328.8M | $10.6M | 10 | 500 |
| Mar 2017 | $339.4M | $328.8M | $10.6M | 10 | 500 |
| Jan 2017 | $306.2M | $294.4M | $11.8M | 9 | 500 |
| Sep 2016 | $306.2M | $294.4M | $11.8M | 9 | 500 |
| Jun 2016 | $306.2M | $294.4M | $11.8M | 9 | 500 |
| Feb 2016 | $306.2M | $294.4M | $11.8M | 9 | 500 |
| Sep 2015 | $301.1M | $288.3M | $12.9M | 9 | 400 |
| Mar 2015 | $301.1M | $288.3M | $12.9M | 9 | 400 |
| Feb 2015 | $301.1M | $288.3M | $12.9M | 9 | 400 |
| May 2014 | $274M | $262.7M | $11.2M | 7 | 400 |
| Apr 2014 | $274M | $262.7M | $11.2M | 8 | 400 |
| Mar 2014 | $274M | $262.7M | $11.2M | 8 | 400 |
| Jan 2014 | $274M | $262.7M | $11.2M | 7 | 400 |
| Oct 2013 | $223.8M | $215.6M | $8.2M | 7 | 400 |
| Aug 2013 | $223.8M | $215.6M | $8.2M | 7 | 400 |
| Apr 2013 | $223.8M | $215.6M | $8.2M | 7 | 400 |
| Feb 2013 | $223.8M | $215.6M | $8.2M | 7 | 400 |
| Jan 2013 | $223.8M | $215.6M | $8.2M | 7 | 400 |
| May 2012 | $186.4M | $180.6M | $5.8M | 6 | 400 |
| Mar 2012 | $186.4M | $180.6M | $5.8M | 6 | 400 |
| Jun 2011 | $172.8M | $169.1M | $3.7M | 10 | -- |
| Aug 2010 | $153.5M | $150.9M | $2.6M | 10 | -- |
| Apr 2010 | $153.5M | $150.9M | $2.6M | 10 | -- |
| Mar 2010 | $153.5M | $150.9M | $2.6M | 10 | -- |
| Mar 2007 | $164.3M | $126M | $38.3M | 10 | -- |
| Mar 2006 | $143.7M | $143.7M | $0 | 5 | -- |
| Jun 2004 | $114.2M | $114.2M | $0 | 5 | -- |
| Jun 2004 | $114.2M | $114.2M | $0 | 5 | -- |
| Mar 2002 | $89.1M | $89.1M | $0 | 5 | -- |
| Oct 2001 | $83.4M | $83.4M | $0 | 5 | -- |
DateDec 2025
Total AUM$1B
Discretionary$955.4M
Non-Disc.$57.9M
Employees15
Clients0
DateNov 2025
Total AUM$1B
Discretionary$955.4M
Non-Disc.$57.9M
Employees15
Clients0
DateNov 2025
Total AUM$1B
Discretionary$955.4M
Non-Disc.$57.9M
Employees15
Clients0
DateMar 2025
Total AUM$1B
Discretionary$955.4M
Non-Disc.$57.9M
Employees15
Clients0
DateApr 2024
Total AUM$877.3M
Discretionary$868.9M
Non-Disc.$8.4M
Employees14
Clients0
DateMar 2024
Total AUM$877.3M
Discretionary$868.9M
Non-Disc.$8.4M
Employees14
Clients0
DateDec 2023
Total AUM$678.9M
Discretionary$664.6M
Non-Disc.$14.3M
Employees14
Clients0
DateApr 2023
Total AUM$678.9M
Discretionary$664.6M
Non-Disc.$14.3M
Employees14
Clients0
DateFeb 2023
Total AUM$678.9M
Discretionary$664.6M
Non-Disc.$14.3M
Employees14
Clients0
DateMar 2022
Total AUM$777.4M
Discretionary$769.9M
Non-Disc.$7.4M
Employees15
Clients0
DateJan 2022
Total AUM$650.3M
Discretionary$644.2M
Non-Disc.$6.1M
Employees15
Clients1
DateAug 2021
Total AUM$650.3M
Discretionary$644.2M
Non-Disc.$6.1M
Employees15
Clients1
DateFeb 2021
Total AUM$650.3M
Discretionary$644.2M
Non-Disc.$6.1M
Employees15
Clients1
DateOct 2020
Total AUM$522.2M
Discretionary$519.2M
Non-Disc.$3M
Employees16
Clients3
DateAug 2020
Total AUM$522.2M
Discretionary$519.2M
Non-Disc.$3M
Employees16
Clients3
DateJun 2020
Total AUM$522.2M
Discretionary$519.2M
Non-Disc.$3M
Employees16
Clients3
DateJun 2020
Total AUM$522.2M
Discretionary$519.2M
Non-Disc.$3M
Employees16
Clients3
DateMay 2020
Total AUM$522.2M
Discretionary$519.2M
Non-Disc.$3M
Employees16
Clients3
DateMar 2020
Total AUM$522.2M
Discretionary$519.2M
Non-Disc.$3M
Employees16
Clients3
DateDec 2019
Total AUM$447.8M
Discretionary$434.7M
Non-Disc.$13.1M
Employees12
Clients0
DateOct 2019
Total AUM$447.8M
Discretionary$434.7M
Non-Disc.$13.1M
Employees12
Clients0
DateAug 2019
Total AUM$447.8M
Discretionary$434.7M
Non-Disc.$13.1M
Employees12
Clients0
DateAug 2019
Total AUM$447.8M
Discretionary$434.7M
Non-Disc.$13.1M
Employees12
Clients0
DateMay 2019
Total AUM$447.8M
Discretionary$434.7M
Non-Disc.$13.1M
Employees12
Clients0
DateMar 2019
Total AUM$447.8M
Discretionary$434.7M
Non-Disc.$13.1M
Employees12
Clients0
DateDec 2018
Total AUM$439.6M
Discretionary$424.4M
Non-Disc.$15.1M
Employees10
Clients0
DateJun 2018
Total AUM$439.6M
Discretionary$424.4M
Non-Disc.$15.1M
Employees10
Clients0
DateMar 2018
Total AUM$439.6M
Discretionary$424.4M
Non-Disc.$15.1M
Employees12
Clients0
DateJul 2017
Total AUM$339.4M
Discretionary$328.8M
Non-Disc.$10.6M
Employees10
Clients500
DateApr 2017
Total AUM$339.4M
Discretionary$328.8M
Non-Disc.$10.6M
Employees10
Clients500
DateMar 2017
Total AUM$339.4M
Discretionary$328.8M
Non-Disc.$10.6M
Employees10
Clients500
DateJan 2017
Total AUM$306.2M
Discretionary$294.4M
Non-Disc.$11.8M
Employees9
Clients500
DateSep 2016
Total AUM$306.2M
Discretionary$294.4M
Non-Disc.$11.8M
Employees9
Clients500
DateJun 2016
Total AUM$306.2M
Discretionary$294.4M
Non-Disc.$11.8M
Employees9
Clients500
DateFeb 2016
Total AUM$306.2M
Discretionary$294.4M
Non-Disc.$11.8M
Employees9
Clients500
DateSep 2015
Total AUM$301.1M
Discretionary$288.3M
Non-Disc.$12.9M
Employees9
Clients400
DateMar 2015
Total AUM$301.1M
Discretionary$288.3M
Non-Disc.$12.9M
Employees9
Clients400
DateFeb 2015
Total AUM$301.1M
Discretionary$288.3M
Non-Disc.$12.9M
Employees9
Clients400
DateMay 2014
Total AUM$274M
Discretionary$262.7M
Non-Disc.$11.2M
Employees7
Clients400
DateApr 2014
Total AUM$274M
Discretionary$262.7M
Non-Disc.$11.2M
Employees8
Clients400
DateMar 2014
Total AUM$274M
Discretionary$262.7M
Non-Disc.$11.2M
Employees8
Clients400
DateJan 2014
Total AUM$274M
Discretionary$262.7M
Non-Disc.$11.2M
Employees7
Clients400
DateOct 2013
Total AUM$223.8M
Discretionary$215.6M
Non-Disc.$8.2M
Employees7
Clients400
DateAug 2013
Total AUM$223.8M
Discretionary$215.6M
Non-Disc.$8.2M
Employees7
Clients400
DateApr 2013
Total AUM$223.8M
Discretionary$215.6M
Non-Disc.$8.2M
Employees7
Clients400
DateFeb 2013
Total AUM$223.8M
Discretionary$215.6M
Non-Disc.$8.2M
Employees7
Clients400
DateJan 2013
Total AUM$223.8M
Discretionary$215.6M
Non-Disc.$8.2M
Employees7
Clients400
DateMay 2012
Total AUM$186.4M
Discretionary$180.6M
Non-Disc.$5.8M
Employees6
Clients400
DateMar 2012
Total AUM$186.4M
Discretionary$180.6M
Non-Disc.$5.8M
Employees6
Clients400
DateJun 2011
Total AUM$172.8M
Discretionary$169.1M
Non-Disc.$3.7M
Employees10
Clients--
DateAug 2010
Total AUM$153.5M
Discretionary$150.9M
Non-Disc.$2.6M
Employees10
Clients--
DateApr 2010
Total AUM$153.5M
Discretionary$150.9M
Non-Disc.$2.6M
Employees10
Clients--
DateMar 2010
Total AUM$153.5M
Discretionary$150.9M
Non-Disc.$2.6M
Employees10
Clients--
DateMar 2007
Total AUM$164.3M
Discretionary$126M
Non-Disc.$38.3M
Employees10
Clients--
DateMar 2006
Total AUM$143.7M
Discretionary$143.7M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$89.1M
Discretionary$89.1M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$83.4M
Discretionary$83.4M
Non-Disc.$0
Employees5
Clients--