REV CAPITAL, LLC

RIASEC Registered
Total AUM
$56.8M
Discretionary
$56.8M
100% of AUM
Avg account
$340K
Accounts
167
Employees
2
Advisory reps
2

Firm details

Headquarters
MARIETTA, Georgia
CRD number
282132
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

FINTRX

Overview

REV Capital, LLC is an independent registered investment adviser structured as a limited liability company that focuses on serving individual and family clients. The firm’s advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include percentage-of-assets and fixed-fee engagements. REV Capital’s public-facing profile shows a clear preference for equity-oriented solutions: exchange-traded equities and ETFs form the backbone of client portfolios, with mutual funds and annuities used where appropriate to address income or diversification needs. The firm is not positioned as an active ESG investor and does not identify itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Public Funds/Mutual Funds 25%, Cash & Cash Equivalents 14%, Other 1%60%
  • 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

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth