BARTLESVILLE, OKCRD 172646Latest ADV February 10, 2026
Revo Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bartlesville, OK. Its latest Form ADV filing, dated February 10, 2026, reports $135M in regulatory assets under management, 3 employees, and 299 accounts.
Assets Under Management
$135M
Employees
3
Offices
--
Total Clients
166
Primary office
BARTLESVILLE, OK
117 W. 5TH STREET, #402, BARTLESVILLE, OK, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.5% of total clients.
Top client categories% of clientsClients
1
Individuals
79.5%
132
2
HNWI
20.5%
34
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$135Mas of February 10, 2026
Discretionary88.8%
$120M
89% of total RAUM88.8%
Non-discretionary11.2%
$15M
11% of total RAUM11.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$135M
Total Accounts299
10Y AUM Change+$17M (+14.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee55:1
10Y Employee Change-1 (-25.0%)
* 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.