Michael John Barron
Financial advisor at Regal Investment Advisors LLC · Columbia, SC
Last updated 2026-10-10
Claim your profileMichael John Barron is a financial advisor at Regal Investment Advisors LLC in Columbia, SC, CRD 7366649. Licenses and exams on the registration: Series 63, Series 65. First registered 2021-04-26.
Registration
- CRD number
- 7366649
- Registration status
- Active
- First registered
- 2021-04-26
- Years of experience
- 11
- States registered
- SC
Licenses and exams
- Series 63
- Series 65
Designations
- Certified Financial Planner
- Chartered Financial Consultant
Work history
- 2015-01 to Present · Barron Insurance Services / Barron Financial Group · Columbia, SC
- 2021-09 to Present · Regal Investment Advisors LLC · Kentwood, MI
- 2024-05 to Present · Regulus Financial Group, LLC · Kentwood, MI
Current employment
- Regal Investment Advisors LLC · Kentwood, MI
Regal Investment Advisors LLC
- Regulatory AUM
- $2,877,296,720
- Registered advisors
- 117
- Offices
- 101
- Clients per advisor
- 71.0 (Moderate)
- Average AUM per client
- $346.6K (Low)
- High-net-worth client ratio
- 6.7% (Low)
Regal Investment Advisors LLC: advisors, services and reported ETF investments
Reported ETF positions
Regal Investment Advisors reports 344 ETF positions worth $1.3B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $126.4M |
| QQQ — Invesco QQQ Trust, Series 1 | $42M |
| SPY — SPDR S&P 500 ETF TRUST | $35.8M |
| IUSB — iShares Core Universal USD Bond ETF | $32.3M |
| SCHD — Schwab US Dividend Equity ETF | $28.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Regal Investment Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $1M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $20.2M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $7.3M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $5.4M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Regal Investment Advisors LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Insurance Broker or Agent
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
Location
3210 Millwood Ave, Columbia, SC 29205
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 616-224-2204
- Website: regal-lionshare.com
Official record
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