Revere Asset

RIASEC Registered

Total AUM

$408M

Discretionary

$408M

100% of AUM

Avg account

$367K

Accounts

1,110

Employees

Advisory reps

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

FINTRX

Overview

Revere Asset is an independent, privately owned registered investment adviser that began its SEC registration in 2022. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional investors. Its stated advisory services include portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and the selection of other advisers. Compensation comes through a mix of asset-based fees and performance-linked arrangements. The firm reports it is not an active ESG investor and is not organized as a multi-state adviser. Ownership is individual rather than institutional, and Revere Asset lists an insurance company among its industry affiliations.