Revolution Capital, LLC logo

Revolution Capital, LLC

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Client assets under management

$225,510,452

Clients

184

51% high-net-worth

Advisors

4

of 8 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

46

Typical

Average account size

$1,225,600

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 location

Revolution Capital, LLC

17838 Burke Street, # 103

Omaha NE 68118, United States

Number of offices

1

Most active in

Nebraska · Texas

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 in Omaha, NE, with 25 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 occasionally offers fixed insurance products. 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 variety of analytical approaches and a broad investable universe to tailor investment programs and also offers affiliated accounting and tax services through a sister company.

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
user avatar

Travis H

Series 65

Omaha, NE

Revolution Capital, LLC

Travis Hansen is a financial advisor at Revolution Capital, LLC in Omaha, NE, holding a Series 65 designation. He has over a decade of experience in finance, including roles at Nebraska State Bank and Trust Co and ownership of Thousand Hills Investments LLC, a non-investment-related business. Revolution Capital, LLC serves individuals, corporations, and employee benefit plans with portfolio management, financial planning, pension consulting, and outsourced Chief Investment Officer services. The firm employs a diverse range of analytical approaches and offers integrated accounting and tax services through an affiliated company.

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

Chad M

Series 66

Omaha, NE

Revolution Capital, LLC

Chad Mckown is a financial advisor at Revolution Capital, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2011. He is also a licensed insurance agent. Revolution Capital, LLC serves individuals, corporations, and employee benefit plans with portfolio management, financial planning, pension consulting, and outsourced Chief Investment Officer services. The firm employs a range of analytical approaches and offers integrated accounting and tax services through an affiliated company.

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