Revere Asset
Firm details
- Headquarters
- Allen, Texas
- CRD number
- 152881
- Registered since
- October 11, 2022
- Website
- revereasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI50.02%
- Individuals49.97%
- Charitable Organizations0.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Revere Asset is an independent, SEC-registered investment advisory firm (registered in 2022) organized as a corporation and owned by an individual. The firm serves both high-net-worth individuals and institutions, offering portfolio management for individuals, small businesses, and institutions, pension consulting, and the selection of other advisers. Its client fees are billed as a percentage of assets under management and can include performance-based compensation. The firm acts as a capital allocator and uses third-party managers as part of its investment program. Revere Asset is not positioned as an ESG investor. It maintains an industry affiliation with an insurance company, which may reflect distribution or product relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Cash & Cash Equivalents16%
- US Government Bonds1%
Owners & executives
1 of 1
Daniel Stewart
Chief Compliance OfficerCRD 2649504
Contacts
3 of 4
Donald Vandenbord
Senior Portfolio ManagerCRD 6114133
Todd Thomas
Portfolio ManagerCRD 2556617
Ted Zhang
Associate Portfolio ManagerCRD 7682805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$316M in ETFs
23%
$71.3M
0%
$244M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $120M | 1,364,681 | 38.00% |
Location
Allen, TX
Collin
Location
Allen, TX
Headquartered in Allen, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 825 Watters Creek Blvd
- Time zone
- CT (UTC-6)
- Office locations
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