Revo Financial, LLC

RIASEC RegisteredEst. 2025

Total AUM

$135M

Discretionary

$120M

89% of AUM

Avg account

$453K

Accounts

299

Employees

Advisory reps

Firm details

Headquarters: Bartlesville, Oklahoma
CRD number: 172646
Registered since: February 24, 2025
Website: revofinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, SEI INVESTMENTS DISTRIBUTION CO., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.97%
Individuals22.03%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Revo Financial, LLC is an independent registered investment adviser organized as an LLC that positions itself as a capital allocator for individual and family clients. The firm combines advisory services with insurance brokerage and offers financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, manager selection services and periodic publications. Its fee model is mixed — percentage of AUM supplemented by hourly and fixed-fee engagements. The firm does not characterize itself as an active ESG investor and is not registered as a multi‑state adviser.