Overview
Assets Under Management: $408 million
Headquarters: ALLEN, TX
High-Net-Worth Clients: 105
Average Client Assets: $2 million
Frequently Asked Questions
REVERE ASSET is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152881), REVERE ASSET is subject to fiduciary duty under federal law.
REVERE ASSET is headquartered in ALLEN, TX.
REVERE ASSET serves 105 high-net-worth clients according to their SEC filing dated February 13, 2026. View client details ↓
According to their SEC Form ADV, REVERE ASSET offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
REVERE ASSET manages $408 million in client assets according to their SEC filing dated February 13, 2026.
According to their SEC Form ADV, REVERE ASSET serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.02
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,110
Discretionary Accounts: 1,110
Regulatory Filings
CRD Number: 152881
Filing ID: 2054225
Last Filing Date: 2026-02-13 10:03:11