Rev Capital
Rev Capital, LLC is a fee-only Registered Investment Advisory firm in Marietta, Georgia that builds custom in-house investment portfolios for U.S. high-net-worth clients ($1M minimum) across entrepreneurs, pre-retirees/retirees, and suddenly-single life stages.
- Company typePrivate
- Founded2016
- HeadquartersMarietta, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Rev Capital does
Rev Capital, LLC is a fee-only Registered Investment Advisory firm headquartered in Marietta, Georgia (East Cobb / metro-Atlanta), founded in 2016 by M. Andrew Riddle, Esq. and William T. Downey III. The firm builds custom investment portfolios in-house using individual stocks and ETFs, explicitly avoiding mutual funds, SMAs, TAMPs, third-party managers, and product commissions. It charges approximately 1% of assets under management, billed quarterly, with no insulation of fees during market downturns — fees only grow when client accounts grow.
The firm serves a U.S.-wide high-net-worth client base subject to a $1M relationship minimum (children of existing clients are exempt), with three dedicated service tracks: Wealth Accumulation Planning for entrepreneurs, Retirement Protection Planning for pre-retirees and retirees, and Suddenly Single services for individuals navigating divorce or spousal loss. Service delivery is flexible across in-person, online, or hybrid modes, supported by a client portal that delivers weekly performance reporting, scenario modeling (e.g., asset sale impact on retirement cash flow), and direct account access. Charles Schwab serves as the independent third-party custodian; client assets remain 100% client-owned with Rev Capital holding limited power of attorney for trades and fee collection.
Commercially, Rev Capital is a privately held, founder-owned boutique with no disclosed external investors, no parent company, and no funding history. Headcount is in the 1-10 range with two named principals; distribution relies on direct relationships, content, referrals, and the personal brand of the CEO rather than paid acquisition. The competitive position rests on fee-only transparency, in-house portfolio construction, alignment of advisor and client economics, and life-stage specialization rather than scale, technology differentiation, or geographic reach.
Rev Capital firmographics
Firmographics- Name
- Rev Capital
- Legal name
- Rev Capital, LLC
- Website
- https://rev-capital.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Rev Capital, LLC is a fee-only Registered Investment Advisory firm in Marietta, Georgia that builds custom in-house investment portfolios for U.S. high-net-worth clients ($1M minimum) across entrepreneurs, pre-retirees/retirees, and suddenly-single life stages.
- Ownership category
- akta.pro rank
Where Rev Capital is headquartered
LocationHeadquarters
- HQ city
- Marietta
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Rev Capital business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Asset Management Fees: Charges annual asset management fees typically around 1% of assets under management. Fee is charged quarterly (one-fourth at end of each quarter). The only revenue stream - fees align advisor and client interests as fees only grow when accounts grow, and fees reduce when accounts decline.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | Standard fee of approximately 1% of AUM, with potential reduction for larger relationships |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Rev Capital product offering
Product offeringCore offering
Rev Capital is a fee-only Registered Investment Advisory firm that builds bespoke investment portfolios in-house using individual stocks and ETFs—no models, mutual funds, SMAs, TAMPs, or third-party money managers—and pairs them with comprehensive financial planning (retirement, tax, estate, wealth accumulation, and life-transition planning). All services are delivered through a tailored advisor relationship, either traditional in-person/online meetings or a virtual advisor model, with a $1 million relationship minimum (waived for children of existing clients).
Product overview
Rev Capital is a fee-only Registered Investment Advisory (RIA) firm offering a unified suite of wealth management services. The core offering is Custom Investment Portfolio Management supplemented by Financial Planning services. The firm provides a Performance Reporting Portal as a sub-product enabling client self-service access to performance data and financial plan inputs. Service offerings are segmented by client life stage: Wealth Accumulation Planning (Entrepreneurs), Retirement Protection Planning (Pre-Retirees/Retirees), and Suddenly Single Financial Services (divorcees/widows). All services are delivered through tailored advisor relationships, either traditional advisory meetings or virtual advisor models, with no use of models, mutual funds, SMAs, or third-party asset managers. The firm has a $1 million relationship minimum (excluding children of existing clients).
Differentiator
Problem solved
Functional benefit
Products and services
- Custom Investment Portfolio Management Bespoke investment portfolios built and managed in-house using individual stocks and ETFs. No models, no one-size-fits-all approach, no mutual funds, SMAs, TAMPs, or third-party asset managers; all investment management and stock screening/analysis is done internally for each client.
- Financial Planning Comprehensive financial planning services tailored to individual client circumstances, including budgeting, retirement income planning, tax planning, and estate and legacy planning. Delivered through in-person meetings (online or in-person) or a virtual advisor model.
- Performance Reporting Portal Client-facing performance reporting platform that delivers weekly Monday morning emails detailing prior week investment performance and allows clients to log in anytime to access actual performance data and make inputs to their financial plans.
- Wealth Accumulation Planning Planning focused on entrepreneurs, addressing wealth extraction from businesses, tax deferral strategies (SEP, solo 401k), income planning, and exit planning. Includes planning for real estate investments and next business ventures.
- Retirement Protection Planning Retirement planning using the 'faucet' model (living off investment income without principal depletion) and 'spend down' bucket approach. Addresses income replacement, inflation protection, tax-free funding sources, and estate planning integration.
- Suddenly Single Financial Services Specialized financial planning for individuals experiencing divorce or loss of a spouse, addressing money management for first-timers, spending sustainability, housing decisions, and building financial confidence and foundation.
Companies that use Rev Capital
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
Rev Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Rev Capital partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights4 records
Rev Capital competitors and assessment
Company assessmentDirect peers
- Facet Wealth: Tech-enabled fee-only RIA targeting HNW clients nationally with flat-fee planning and portfolio management; comparable virtual delivery model and target client.
- Buckingham Strategic Wealth: Fee-only RIA serving HNW clients with custom portfolio construction and financial planning, the closest direct comparability on service model, fee structure, and target client profile.
Broad incumbents
- Carson Group: RIA support and wealth management platform serving HNW clients through affiliated advisors; overlaps on service delivery and client segment, but with a partnership/platform model versus Rev Capital's boutique approach.
- Edelman Financial Engines: Large-scale RIA offering portfolio management and financial planning across the full wealth spectrum, including HNW clients — overlapping service model at much greater scale.
- Fisher Investments: Large asset manager targeting HNW private clients with portfolio management services for AUM-based fees, broadly comparable client profile but at materially greater scale.
- Hightower Advisors: RIA partnership model serving HNW individuals and families with customized portfolio management and financial planning; broader network but same client focus.
- Creative Planning: Large fee-only RIA offering bespoke wealth management, financial planning, and integrated services to HNW clients across all U.S. states — significantly larger but the same business model and customer profile.
- Mariner Wealth Advisors: National RIA providing comprehensive wealth management and financial planning to HNW individuals and families; comparable offering mix but larger scale and broader platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks7 records
Key highlights7 records
Customer concentration
Rev Capital social profiles
Digital presenceRev Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Rev Capital leadership team
Management profileNumber of profiles
Profiles2 records
Rev Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Rev Capital M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Rev Capital
What does Rev Capital do?
Rev Capital is a fee-only Registered Investment Advisory firm that builds bespoke investment portfolios in-house using individual stocks and ETFs—no models, mutual funds, SMAs, TAMPs, or third-party money managers—and pairs them with comprehensive financial planning (retirement, tax, estate, wealth accumulation, and life-transition planning). All services are delivered through a tailored advisor relationship, either traditional in-person/online meetings or a virtual advisor model, with a $1 million relationship minimum (waived for children of existing clients).
Is Rev Capital a public or private company?
Rev Capital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Rev Capital founded?
Rev Capital was founded in 2016. It employs 1 to 10 people.
Where is Rev Capital based?
Rev Capital is headquartered in Marietta, United States, in the North America region.
How does Rev Capital make money?
One revenue line is on record: asset Management Fees.
Who are Rev Capital's main competitors?
Direct peers on record are Facet Wealth and Buckingham Strategic Wealth. Broad incumbents are Carson Group, Edelman Financial Engines, Fisher Investments, Hightower Advisors, Creative Planning and Mariner Wealth Advisors.
Does Rev Capital have an API?
No public API is recorded for Rev Capital.