REVOLUTION CAPITAL, LLC

RIASEC RegisteredEst. 2024

Total AUM

$242M

Discretionary

$242M

100% of AUM

Avg account

$323K

Accounts

750

Employees

Advisory reps

Firm details

Headquarters: OMAHA, Nebraska
CRD number: 300496
Registered since: January 11, 2024
Website: www.revgroupllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.47%
Individuals9.75%
Corporations / Businesses3.73%
Pension & Profit Sharing Plans1.66%
Charitable Organizations1.39%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Revolution Capital, LLC is an independent registered investment adviser that presents itself as a capital allocator for both high‑net‑worth individuals and institutional clients. The firm is SEC‑registered (2024) and operates as a limited liability company owned by domestic entities and individuals. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars and workshops. Fee arrangements are flexible: Revolution Capital charges based on a percentage of assets under management and also uses hourly and fixed‑fee structures for certain engagements. The firm does not identify as an active ESG investor and reports operating in a single state. It maintains industry relationships with an accountant and an insurance company.