REV Capital, LLC
Firm details
- Headquarters
- Marietta, Georgia
- CRD number
- 282132
- Website
- www.rev-capital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI82.92%
- Individuals17.08%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
REV Capital, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning and discretionary portfolio management services geared toward individuals and small businesses. Its fee model combines percentage-of-AUM charges with fixed fees. REV Capital does not identify as an active ESG investor, is not set up as a capital allocator, and is not engaged in pension consulting or operating as a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents14%
- Other1%
Owners & executives
2 of 2
William Downey
Chief Portfolio StrategistCRD 2807026

Marvin Riddle
Founder and CEOCRD 5861215
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Marietta, GA
Cobb
Location
Marietta, GA
Headquartered in Marietta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Cobb
- Address
- 319 Atlanta St Se
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Capital Management Advisors Inc
RIAMarietta, GA
Anovest Investment Advisors
RIAMarietta, GA
Third Act Retirement Planning, Inc.
RIAMarietta, GA
Williamson Advisory Services, Inc.
RIAMarietta, GA
Sentara Capital
RIAMarietta, GA
Strickland Davis Advisors LLC
RIAMarietta, GA