Overview
Assets Under Management: $135 million
Headquarters: BARTLESVILLE, OK
High-Net-Worth Clients: 34
Average Client Assets: $3 million
Frequently Asked Questions
REVO FINANCIAL, LLC 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 #172646), REVO FINANCIAL, LLC is subject to fiduciary duty under federal law.
REVO FINANCIAL, LLC is headquartered in BARTLESVILLE, OK.
REVO FINANCIAL, LLC serves 34 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, REVO FINANCIAL, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
REVO FINANCIAL, LLC manages $135 million in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, REVO FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.97
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 299
Discretionary Accounts: 282
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 172646
Filing ID: 2041840
Last Filing Date: 2026-02-10 13:33:19