Revolution Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Occupation focus
Fee options
Financial planning fixed fees: between $300 and $10,000; Pension consulting fixed fees: between $1,000 and $10,000
Between $150 and $350 per hour for financial planning and pension consulting services
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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Advisors at this firm
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