A complete list of active advisors currently associated with Revolution Capital, LLC

Warmer can help you find a great advisor at Revolution Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Revolution Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.