Regan Ervin
Capital-E-Advisors · Leawood, Kansas
Regan Ervin is a fee-only financial advisor at Capital-E-Advisors in Leawood, Kansas. Capital-E-Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Capital-E-Advisors |
|---|---|
| Based in | Leawood, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $76.1M across 295 accounts |
| SEC registration | Investment adviser representative in KS, MO · CRD 5691066 |
| Exams passed | Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | capitaleadvisors.com |
| Profile |
How Regan's firm compares
- Capital-E-Advisors's average account is about $258,000, from its Form ADV (assets managed divided by 295 accounts).
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Questions about Regan
Is Regan Ervin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Regan holds no broker registration, and Capital-E-Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Regan charge for financial advice?
Regan's firm, Capital-E-Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Regan Ervin based?
Regan Ervin is based in Leawood, Kansas.
Is Regan Ervin registered with the SEC?
Yes. Regan Ervin is registered as an investment adviser representative in KS and MO (CRD 5691066), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital-E-Advisors manage?
Capital-E-Advisors reports $76.1M across 295 accounts in assets under management.
How do I contact Regan Ervin?
Through Regan's website, capitaleadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Leawood
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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