Revere Asset is an SEC registered investment adviser organized as a corporation with a primary office location in Allen, TX. Its latest Form ADV filing, dated February 13, 2026, reports $408M in regulatory assets under management, 7 employees, and 1,110 accounts.
Assets Under Management
$408M
Employees
7
Offices
--
Total Clients
501
Primary office
ALLEN, TX
825 WATTERS CREEK BLVD, SUITE 385, ALLEN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.8% of total clients.
Top client categories% of clientsClients
1
Individuals
78.8%
395
2
HNWI
21.0%
105
3
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$408Mas of February 13, 2026
Discretionary100.0%
$408M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$408M
Total Accounts1,110
10Y AUM Change+$288M (+241.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee72:1
10Y Employee Change+4 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.