A complete list of active advisors currently associated with Revelations Asset Management LLC

Warmer can help you find a great advisor at Revelations Asset Management LLC or one who fits your needs even better.

Revelations Asset Management LLC provides discretionary portfolio management to high‑net‑worth individuals and corporate/business entities, focusing primarily on equities, ETFs and non‑U.S. securities. The firm documents each client’s situation in an Investment Policy Statement and delivers ongoing portfolio monitoring and periodic reporting. The adviser relies on fundamental analysis and implements a range of strategies, including long‑ and short‑term trading as well as short sales, margin and options, with trading carried out under discretionary authority. RAML discloses and manages conflicts that arise from its compensation arrangements and trading practices, and it describes safeguards to seek fair allocation of investment opportunities across clients. What distinguishes the firm from many peers is its small scale—assets and client count are very limited—and its use of performance‑based compensation rather than a standard percentage‑of‑AUM fee model, an arrangement that is uncommon among independent advisers. The brochure also notes the firm does not accept client‑imposed investment exclusions based on values or beliefs, employs higher‑risk trading techniques, and has an affiliated family investment vehicle, details prospective clients may wish to consider.

To learn more about the advisors currently working at Revelations Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.