Revere Asset
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$407,863,738
Clients
500
Advisors
5
across 5 offices
About
Revere Asset provides discretionary investment management and advisory services to individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, and charitable organizations, and also offers financial planning and sub‑advisory arrangements. The firm manages approximately $408 million on a discretionary basis and charges percentage‑of‑assets fees for portfolio management and related services.
Revere’s investment approach centers on a trend‑following, rules‑based framework—its flagship Grotection® strategy uses three timeframes and moving‑average signals to shift between growth and defensive postures—and combines technical, fundamental and cyclical analysis with real‑time monitoring. Portfolios are actively managed with documented buy/sell rules, position‑sizing tied to stock beta and ATR, and defined re‑entry criteria; the firm also distributes a nightly market video (“Tomorrow’s Insights”) to keep clients informed.
Compared with many peers, Revere emphasizes daily transparency and systematic risk control rather than performance‑based compensation: the brochure discloses that the firm does not charge performance‑based fees. It also operates multiple branded strategy tiers (Grotection®, Turbotection®, Robotection®) with different position‑size and minimum account rules, uses sub‑advisory relationships for certain services, and documents trade execution processes (including liquidity screens and post‑trade review) intended to equalize fills across clients.
Client services
Expertise
Fee options
$100,000 - $500,000: 1.4% $500,001 - $1,000,000: 1.2% $1,000,001 - $3,000,000: 1.0% $3,000,001+: 0.8%
Account minimum: $100,000 Fee-only: Fee-based only, no commissions; insurance product fees between 0.25% and 0.85% of AUM if used
Main office
See office825 Watters Creek Blvd, Suite 385
Allen TX 75013
Advisors at this office
1
Offices (5)
Most active in
California · Colorado · Florida · Michigan · New York · Texas · Virginia
Also doing business as
Noram Asset Management, Inc. · Revere Asset · Revere Asset Management, Inc. · Revere Asset Managment, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Connor B
Series 65
St. Augustine, FL
Revere Asset
Connor Bates is a financial advisor at Revere Asset with a Series 65 designation and two years of industry experience. His prior work includes roles at Protiviti and Stetson University. Revere Asset provides discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a rules-based, trend-focused investment approach centered on its trademarked Grotection® strategy, combining technical and fundamental analysis across a range of asset classes.
Donald V
Series 65
St. Augustine, FL
Revere Asset
Donald Vandenbord is a Series 65-licensed advisor with 11 years of industry experience, currently serving at Revere Asset Management, Inc. since 2016. He is also the owner of Grotection, Inc., where he manages his own portfolio and finances. Revere Asset provides discretionary investment management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a trend-following, rules-based investment approach that combines technical, fundamental, and cyclical analysis, emphasizing systematic risk control and transparency.
Daniel S
CFA®, Series 63, Series 65
Allen, TX
Revere Asset
Daniel Stewart is a CFA® charterholder with 24 years of industry experience. He has been with Revere Asset Management since 2016 and holds Series 63 and Series 65 licenses. Revere Asset provides discretionary investment management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a trend-following, rules-based investment approach that integrates technical, fundamental, and cyclical analysis, emphasizing systematic risk control and daily transparency.
Ted Z
Series 65
New York, NY
Revere Asset
Ted Zhang is a financial advisor at Revere Asset, holding a Series 65 designation with three years of industry experience. Prior to joining Revere Asset Management, he worked as an Uber driver and was employed in education from 2012 to 2019. Revere Asset provides discretionary investment management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a trend-following, rules-based investment approach and emphasizes systematic risk control and daily transparency.
Todd T
Series 63, Series 65
Boca Raton, FL
Revere Asset
Todd Thomas is a financial advisor at Revere Asset with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Ameritas Advisory Services, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Lawless Edwards & Warren. Revere Asset provides discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a rules-based, trend-focused investment approach centered on its trademarked Grotection® strategy, combining technical and fundamental analysis.
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