REVERE ASSET
Firm details
- Headquarters
- ALLEN, Texas
- CRD number
- 152881
- Registered since
- October 11, 2022
- Website
- revereasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI50.02%
- Individuals49.97%
- Charitable Organizations0.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Revere Asset is a privately owned corporate advisory firm that provides portfolio management to individuals, small businesses, and institutional clients. The firm is SEC-registered (2022) and operates as a capital allocator with a fee model that includes both percentage-of-AUM and performance-based components. Its advisory scope listed on filings includes portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and the selection of other advisers. Revere Asset does not identify as an active ESG investor and reports an insurance-company industry affiliation.
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 Equities83%
- Cash & Cash Equivalents16%
- US Government Bonds1%
Owners & executives
1 of 1DANIEL STEWART
Chief Compliance OfficerCRD 2649504
Contacts
3 of 4Connor Bates
Associate Portfolio ManagerCRD 7683213
DONALD VANDENBORD
Senior Portfolio ManagerCRD 6114133
TODD THOMAS
Portfolio ManagerCRD 2556617
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$284M in ETFs
34%
$95.3M
1%
$188M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $92.5M | 1,209,143 | 32.62% |
Location
ALLEN, TX
COLLIN
Location
ALLEN, TX
Headquartered in ALLEN, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 825 Watters Creek Blvd
- Time zone
- CT (UTC-6)
- Office locations
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