Revolution Capital, Inc

RIASEC Registered
Total AUM
$49.7M
Discretionary
$49.7M
100% of AUM
Avg account
$379K
Accounts
131
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
132041
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI63.9%
  • Individuals36.1%
Services
Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Revolution Capital, Inc. is an independent registered investment adviser structured as a corporation serving primarily individual and family clients. The firm operates as a discretionary portfolio manager and financial planner, combining fee levels that include a percentage of assets under management alongside hourly and fixed-fee engagements. Investment activity tilts strongly toward public equities: exchange-traded securities are the dominant holding type and drive portfolio construction decisions. Services extend beyond portfolio management to publishing periodicals and running educational seminars and workshops, reflecting an advisory model that mixes ongoing investment oversight with client education and written commentary. The firm reports an industry affiliation with a law firm, and it is not positioned as a capital allocator or active ESG investor.

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%, US Government Bonds 20%, Investment Grade Corp Bonds 10%, Non-Investment Grade Corp Bonds 8%, Cash & Cash Equivalents 2%60%
  • Exchange Traded Equities60%
  • US Government Bonds20%
  • Investment Grade Corp Bonds10%
  • Non-Investment Grade Corp Bonds8%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • Amy Witherbee

    Co-OwnerCRD 6227773

  • Douglas Soons

    Financial AdvisorCRD 3163099

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth