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 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
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 2WILLIAM 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
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