Reveille Wealth Management

What Reveille Wealth Management does

Reveille Wealth Management is a private wealth management firm headquartered in Peachtree City, Georgia, founded in 2021 by a group of financial advisors who previously operated as "The Reveille Group" at Morgan Stanley. The firm operates as a separately owned practice affiliated with Raymond James Financial Services, providing brokerage and investment advisory services through the Raymond James platform. It serves individuals and families, retirees, corporate executives, business owners, corporate retirement plans, and institutional clients across the Southeast, with four physical offices in Peachtree City and Augusta, Georgia, and Ocala and The Villages, Florida. The team comprises approximately 20 members including Managing Partners, Financial Advisors, Relationship Managers, Client Service staff, and Operations professionals, several of whom hold CFP, CFA, CRPC, and C(k)P designations.

The firm's core offering is its proprietary Rules Based Investment Discipline (RBID), a rules-based investment methodology that adjusts portfolio allocations tactically in response to market conditions, distinguishing it from traditional static buy-and-hold approaches. This is paired with comprehensive wealth management services including financial planning, retirement strategies, tax coordination, estate planning, and business planning. The firm supplements its advisory practice with a multi-channel content ecosystem—The Monthly Bugle newsletter, the Bugle Notes podcast, the Sound Advice video series, and The Million Dollar Question weekly live show on StockMarketTV—to support brand and client acquisition.

Reveille operates as a hybrid RIA, generating revenue primarily through recurring asset-based advisory fees (typically 0.25%–2.0% of AUM depending on account size), with the option for fee-for-service financial planning and brokerage commissions through the Raymond James platform. Its go-to-market is consultative, leveraging advisor relationships, community sponsorships, and educational content rather than direct enterprise sales. The firm is privately held and does not disclose revenue, AUM, or ownership structure beyond its founding partners.

Name

Reveille Wealth Management

Legal name

Reveille Wealth Management

Website

https://reveillewealth.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Reveille Wealth Management is a private wealth management firm founded in 2021, affiliated with Raymond James Financial Services and serving high-net-worth individuals, families, retirees, executives, business owners, and institutional clients across the Southeast through offices in Georgia and Florida.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

Keywords

• Wealth management services
• Investment advisory services
• Financial planning services
• Retirement planning services
• Asset management services

Headquarters

HQ city

Peachtree City

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D, Others

Revenue model

1. Fee-Based Advisory Services: The firm operates as a fee-based advisor offering asset-based fee structures where clients pay a percentage of assets under management (AUM). Advisory fees typically range from 0.25% to 2.0% annually depending on account size. The firm also offers fee-for-service financial planning. They can provide both brokerage (commission-based) and advisory (fee-based) services as a hybrid RIA through Raymond James Financial Services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels8 records

Core offering

Reveille Wealth Management delivers fee-based wealth management services built around its proprietary Rules Based Investment Discipline (RBID), which tactically adjusts portfolio allocations to changing market conditions. The firm provides financial planning, retirement strategies, investment management, tax coordination, estate planning, and corporate retirement plan and institutional consulting, primarily to individuals, families, retirees, business owners, and corporate executives across the Southeast United States.

Product overview

Reveille Wealth Management is a wealth management firm offering a comprehensive suite of services centered around its proprietary Rules Based Investment Discipline (RBID) methodology. The core offering combines rules-based investment management with comprehensive financial planning, retirement strategies, tax coordination, estate planning, and business planning. Supporting the investment methodology, the firm provides educational content through The Monthly Bugle Newsletter, the Sound Advice video series, The Million Dollar Question weekly live show, and the Bugle Notes podcast. The firm serves individuals, families, retirees, corporate executives, business owners, and corporate retirement plans across multiple office locations in Georgia and Florida.

Differentiator

Problem solved

Functional benefit

Brands

• Rules Based Investment Discipline (RBID): The firm's proprietary investment methodology that adjusts to market conditions rather than maintaining static allocations.

Products and services

• Rules Based Investment Discipline (RBID) A proprietary, rules-based investment methodology that adjusts portfolio allocations tactically based on prevailing market conditions, designed to manage risk and pursue returns across different market environments rather than relying on static buy-and-hold allocations. It is offered to clients as the firm's core investment management approach.
• Wealth Management Services Comprehensive wealth management services encompassing financial planning, retirement strategies, investment management, tax coordination, estate planning, and business planning, tailored for individuals, families, retirees, business owners, corporate executives, and institutional clients.
• Corporate Retirement Plan Consulting Retirement plan consulting services for employer-sponsored plans including 401(k) and profit-sharing plans, covering plan design, fiduciary oversight, participant education, and fee analysis for corporate sponsors.
• Institutional Investment Management Investment management services for foundations, endowments, and other institutional entities, applying the firm's Rules Based Investment Discipline to institutional portfolios, including investment policy development, asset allocation, and risk management.

Quantifiable outcome

• Clients can potentially achieve stronger risk-adjusted returns through tactical allocation adjustments during changing market conditions

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Ten partnerships are on record, tiered minor and core.

• Marion Cultural AllianceminorStrategic or Co-development Partner · 1 May 2026Reveille's Ocala office has a partnership with the Marion Cultural Alliance, hosting Artist Meet & Greet events. This community engagement partnership supports local artists and provides networking opportunities for clients and prospects.
• Raymond James Financial ServicescoreChannel Partner/ Reseller/ DistributorReveille Wealth Management operates as a separately owned practice marketing services under the Raymond James brand. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. This affiliation provides brokerage infrastructure, compliance framework, and regulatory oversight.
• Georgia Tech Alumni AssociationminorGTM or Marketing PartnerReveille Wealth Management was a sponsor of the Georgia Tech Alumni Association Golf Tournament at East Lake Golf Club. This sponsorship supports alumni networking and community engagement.
• Frederick Brown Jr. AmphitheaterminorGTM or Marketing PartnerReveille is a returning sponsor of the Summer Concert Series at the Frederick Brown Jr. Amphitheater in Peachtree City for multiple years. This community sponsorship provides brand visibility in the local community.
• Midwest Food BankminorGTM or Marketing PartnerReveille supports the Midwest Food Bank through charitable donations and volunteer participation, including their annual golf tournament sponsorship.
• East Lake Golf ClubminorOthersEast Lake Golf Club hosts the annual Georgia Tech Alumni Association Golf Tournament where Reveille was a sponsor.
• FCA (Fellowship of Christian Athletes)minorGTM or Marketing PartnerReveille supported FCA's annual golf tournament as a sponsor, demonstrating community involvement in charitable initiatives.
• Advo-Kids CASAminorGTM or Marketing PartnerReveille sponsored the Advo-Kids CASA annual golf tournament supporting programs for children in the community.
• Ocala Metro Chamber and Economic PartnershipminorStrategic or Co-development PartnerChristopher Hill from Reveille's Ocala office spoke at the Ocala Metro Chamber and Economic Partnership's ExCEPtional Morning Breakfast and Bi-Annual Chairman's Luncheon, discussing investing and AI topics.
• Crossmark Global InvestmentsminorStrategic or Co-development PartnerCrossmark Global Investments facilitated the appearance of legendary investor Bob Doll on Reveille's 'The Million Dollar Question' weekly show, enabling educational content for investors.

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Creative Planning: Large independent RIA serving HNW individuals, families, executives, and business owners with comprehensive financial planning and investment management. Comparable because Creative Planning offers the same combination of fee-based advisory, financial planning, and institutional-quality portfolio management that Reveille targets.
• Moneta Group: Independent RIA serving HNW individuals, families, business owners, and institutional clients with comprehensive financial planning and investment management. Comparable because Moneta's client segments, fee model, and full-service advisory approach directly parallel Reveille's positioning.
• Carson Group: Wealth management firm serving advisors and investors with financial planning, investment management, and practice-management support. Comparable because Carson offers a hybrid-wealth model with both consumer-facing advisory and advisor-support infrastructure similar to Reveille's hybrid RIA approach.
• Hightower Advisors: National RIA platform serving HNW individuals, families, and institutions with fiduciary wealth management. Comparable because Hightower combines independent advisor practices under a unified RIA platform, mirroring Reveille's positioning as a multi-office wealth practice affiliated with a larger broker-dealer.
• Mercer Advisors: National RIA providing wealth management, financial planning, and tax services to HNW individuals, families, and business owners. Comparable because Mercer's integrated planning + investment offering and multi-office regional footprint mirror Reveille's service structure and growth model.
• Mariner Wealth Advisors: Independent wealth advisor serving HNW individuals, families, executives, business owners, and institutions with comprehensive financial planning and investment management. Comparable because Mariner's service mix (planning, tax, estate, institutional) directly overlaps Reveille's five-segment value proposition.

Broad incumbents

• Raymond James Financial Services: Diversified financial services holding company and parent platform on which Reveille operates; provides brokerage, custody, and advisory infrastructure to affiliated practices. Comparable because Reveille is a separately owned practice within the Raymond James Financial Services network, making the parent platform the closest analog.
• LPL Financial: Largest independent broker-dealer in the US, supporting thousands of affiliated advisor practices with brokerage and advisory infrastructure. Comparable because LPL-affiliated practices operate under the same hybrid-RIA model as Reveille under Raymond James, competing for the same independent-advisor talent pool.
• Focus Financial Partners: Large partnership platform for independent RIAs and wealth management firms; operates a similar model of affiliating high-net-worth advisory practices under a common infrastructure. Comparable because Reveille's hybrid-RIA-with-broker-dealer-support model mirrors how Focus builds and scales advisor practices.
• Edelman Financial Engines: Large national RIA offering financial planning, investment management, and retirement-plan services to individuals, families, and corporate plans. Comparable because Edelman Financial Engines operates at greater scale in the same HNW and corporate-retirement segments Reveille targets.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/ReveilleWealth
• YouTubeyoutube.com/@ReveilleWealth/featured
• Facebookfacebook.com/ReveilleWealth
• LinkedInlinkedin.com/company/reveillewealth
• Instagraminstagram.com/reveillewealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Reveille Wealth Management