Regentatlantic

RegentAtlantic Capital, LLC, operating as RegentAtlantic, is an investment adviser firm established on June 9, 2022, with offices in Morristown, NJ, and New York, NY. The firm specializes in wealth management services, including financial planning and investment management. RegentAtlantic primarily invests client assets in individual fixed income securities, equity securities, exchange-traded funds, mutual funds, and private funds. The firm may also recommend allocating assets to independent managers. For accounts below $250,000, RegentAtlantic can utilize Schwab Institutional Intelligent Portfolios. The firm charges an annual wealth management fee based on a tiered structure, with a minimum fee for accounts under $1,000,000. RegentAtlantic is a fiduciary and does not receive performance-based fees. The firm's investment strategies include asset allocation, investment selection, and risk management. RegentAtlantic is a subsidiary of CI Private Wealth US, LLC, which is owned by CI Financial Corp. The firm does not have any disciplinary events to disclose and provides clients with access to account information through a client portal. RegentAtlantic participates in Schwab Advisor Network® and may receive referral fees for client referrals. Clients' assets are held at qualified custodians, and the firm has policies in place to ensure the proper voting of client securities. RegentAtlantic is financially sound and capable of meeting its commitments to clients. For more information, clients can contact Jennifer E. Papadopolo, Chief Compliance Officer, at 973-425-8420.