AdvisorCensus / Financial advisors / Texas / Dallas / Revere Asset
Revere Asset is an SEC-registered investment advisory firm in Allen, TX, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.
Quick answers
From the filingHow is Revere Asset compensated?
On its Form ADV (Item 5.E, October 2026), Revere Asset reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Revere Asset located?
Revere Asset's principal office is in Allen, TX, according to its Form ADV.
Is Revere Asset registered with the SEC or a state?
Revere Asset is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 152881.
How much does Revere Asset manage?
Revere Asset reports $407,915,528 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (100% discretionary).
How have Revere Asset's assets and staff changed since 2023?
In the Form ADV data for Revere Asset: Regulatory assets under management: $118,525,136 in the October 2023 data and $407,915,528 in the October 2026 data, up 244%. Total employees: 3 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Revere Asset serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (395); high net worth individuals (105); charitable organizations (1).
Which custodians does Revere Asset use?
Revere Asset's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Revere Asset report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152881
What changed in Revere Asset's recent Form ADV filings?
In the March 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $216,756,101 to $407,915,528 (+88%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated February 13, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$407,915,528 as of October 2026, filing dated February 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Revere Asset Management, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (3 years)
- Employees
- Total: 7. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $407,915,528 | 7 | February 13, 2026 |
| October 2025 | $216,756,101 | 4 | June 27, 2025 |
| October 2024 | $156,569,026 | 4 | May 28, 2024 |
| October 2023 | $118,525,136 | 3 | May 26, 2023 |
Regulatory assets under management: $118,525,136 in the October 2023 data and $407,915,528 in the October 2026 data, up 244%.
Total employees: 3 in October 2023 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $216,756,101 to $407,915,528 (+88%).
- February 2026
- Registered or notice-filed in NY.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Revere Asset (CRD 152881): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/revere-asset-allen-tx-152881