Revolution Capital, LLC logo

Revolution Capital, LLC

Updated today

Client AUM

$225,510,452

Clients

184

Advisors

2

of 8 employees

About

Revolution Capital, LLC provides investment advisory services to individuals (including high‑net‑worth clients), family offices, pension funds, and corporate entities. The firm offers discretionary portfolio management, pension consulting, outsourced chief investment officer (OCIO) solutions, financial planning, and access to affiliated accounting, tax preparation, and attest services through sister entities.

The firm prepares a written Investment Policy Statement for each client and typically manages accounts on a discretionary basis, using a mix of analytical approaches (fundamental, quantitative, technical, charting and modern portfolio theory) to build diversified portfolios. RevCap may use both traditional and alternative vehicles — including equities, fixed income, ETFs, hedge funds, private equity, venture capital — and may employ margin and options strategies where suitable, with client risk tolerances documented and monitored.

Noteworthy aspects disclosed in the brochure include on‑staff CPA services and affiliated tax and attest entities that perform accounting and tax work (and are available to clients), the firm’s role as sponsor of a wrap‑fee program, and that principals are licensed insurance agents through the parent group; these affiliations and the firm’s acceptance of sponsorships for educational seminars are identified as potential conflicts and are addressed in its disclosures.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning fixed fees: between $300 and $10,000; Pension consulting fixed fees: between $1,000 and $10,000

Project-based

Between $150 and $350 per hour for financial planning and pension consulting services

Other

Account minimum: $1,000,000 Minimum fee: Minimum annual fee not to exceed 2% annually (exact minimum amount not clearly specified)

Main office

17838 Burke Street, # 103

Omaha NE 68118

Advisors at this office

2

Most active in

Nebraska · Texas

Also doing business as

Revolution Capital, LLC · Revolution Group · Revolution Group, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ryan F

Series 63, Series 65

Omaha, NE

Revolution Capital, LLC

Ryan Fleischer is a financial advisor at Revolution Capital, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Linsco/Private Ledger from 2006 to 2019. Fleischer is also the founder and president of Revolution Group, LLC, which provides business advisement and offers fixed insurance products on an as-needed basis. Revolution Capital, LLC delivers investment advisory services to individuals, family offices, pension funds, and corporate clients. The firm employs a variety of analytical methods to construct diversified portfolios and offers discretionary management along with access to affiliated accounting and tax services.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Megan F

Series 65

Omaha, NE

Revolution Capital, LLC

Megan Fleischer is a Series 65-licensed financial advisor with Revolution Capital, LLC in Omaha, NE, where she has worked since 2019. She has five years of industry experience, including prior roles in education with Elkhorn Public Schools and Highland Park Independent School District. Revolution Capital, LLC serves individuals, corporations, and pension or employee benefit plans with portfolio management, financial planning, pension consulting, and outsourced Chief Investment Officer services. The firm uses a range of analytical approaches and offers an affiliated accounting and tax practice, providing clients with integrated investment and tax solutions.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
View complete list of advisors at this firm
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