Revolution Capital, Inc
Firm details
- Headquarters
- ,
- CRD number
- 132041
- Website
- www.revolutioncapital.net
- 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
FINTRXOverview
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
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%
- US Government Bonds20%
- Investment Grade Corp Bonds10%
- Non-Investment Grade Corp Bonds8%
- Cash & Cash Equivalents2%
Contacts
2 of 2Amy Witherbee
Co-OwnerCRD 6227773
Douglas Soons
Financial AdvisorCRD 3163099
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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