Revolution Capital, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Revolution Capital provides financial planning and discretionary investment management to individuals, business owners and trusts, generally on an asset‑based fee basis. The firm manages roughly $50 million for a small client base and does not state a minimum account size.
Portfolios are built from diversified allocations of index funds, exchange‑traded funds, mutual funds and individual equities, with target allocations developed for each client and periodic rebalancing; the firm accepts discretionary authority. Account reviews for asset allocation are performed monthly and clients receive monthly custodial statements and online access to account information.
The firm’s principals both hold law degrees and have prior legal practice experience, and they are co‑owners of an affiliated consulting entity that serves U.S. expatriates — an uncommon combination among peers. Revolution Capital operates a virtual model, may occasionally recommend insurance products through a licensed principal, and maintains an institutional relationship with its custodian/introducing broker that provides limited technology support tied to platform asset thresholds, a potential conflict disclosed in its brochure.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fee for financial planning
1.25% annually, billed quarterly at 0.3125% per quarter
Negotiated hourly rate for financial planning
Fee-only: Financial planning fees are either a flat fee or a negotiated hourly rate
Main office
Salem MA
Advisors at this office
2
Most active in
Massachusetts
Also doing business as
Brindle Financial Group, Inc. · D/B/A Revolution Capital · Revolution Capital, 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:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Forms ADV
Advisors at this firm
Amy W
Series 65
Salem, MA
Revolution Capital, Inc
Amy Witherbee is a financial advisor at Revolution Capital, Inc with 12 years of industry experience. She holds a Series 65 designation and has been with Revolution Capital since 2013. In addition to her work at Revolution Capital, she is a 50% owner of Sanderling Expat Advisors, a firm providing financial planning and advice to American citizens and green card holders living in France. Revolution Capital offers financial planning and discretionary investment management to individuals, business owners, and trusts, managing approximately $44 million in discretionary assets. The firm serves a small client base with diversified portfolios built from index funds, ETFs, mutual funds, and individual equities, focusing on client goals, risk tolerance, and time horizon.
Douglas S
Series 63, Series 65
Salem, MA
Revolution Capital, Inc
Douglas Soons is a financial advisor with Revolution Capital, Inc in Salem, MA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Revolution Capital since 2000. Outside of his primary role, he co-owns Sanderling Expat Advisors, a financial advisory firm serving American citizens and green card holders living in France. Revolution Capital provides financial planning and discretionary investment management to individuals, business owners, and trusts, managing approximately $44 million in discretionary assets. The firm serves a small client base with portfolios built from diversified allocations of index funds, ETFs, mutual funds, and individual equities, emphasizing tailored financial plans and periodic rebalancing.
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