REV Capital, LLC

Rev Capital serves individual clients, including high-net-worth individuals, by providing ongoing investment advisory and portfolio management as well as financial planning and consulting. Its services are fee-based, typically charged as a percentage of assets under management, and managed accounts receive both investment oversight and ancillary consulting as part of the advisory relationship.

The firm primarily manages client assets on a discretionary basis and applies a mix of approaches — including asset allocation, dollar-cost averaging, technical analysis, and both short- and long-term purchase strategies — tailored to client objectives and risk tolerances. Operationally, Rev Capital directs clients to a national custodian for custody and discloses that certain third-party service providers used in servicing accounts incorporate artificial intelligence or machine learning, with the firm performing periodic due diligence on those providers.

Noteworthy for a small advisory firm, a two-advisor team oversees about $56.8 million across roughly 75 individual accounts, and the firm’s operations include direct fee debiting and the use of standing letters of authorization, which implicate custody rules. The firm’s lead principal has a legal background (no longer practicing), it does not charge performance-based fees or accept soft dollars or referral compensation, and it may negotiate account minimums and offer separate fixed-fee financial planning engagements.