# 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.

- CRD: 152881
- Filed as: REVERE ASSET
- Legal name: Revere Asset Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Allen, TX
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152881
- AdvisorCensus page: https://advisorcensus.com/firm/revere-asset-allen-tx-152881

## Quick answers

**How 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $407,915,528
- Discretionary: $407,915,528
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 395 | $203,840,882 |
| High net worth individuals | 105 | $204,022,856 |
| Charitable organizations | 1 | $51,790 |

### 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)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, MI, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- revereasset.com
- Facebook @RevereAsset
- LinkedIn @revere-asset
- X @RevereAsset
- YouTube @revereasset5586

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $118,525,136 | 3 | May 26, 2023 |
| October 2024 | $156,569,026 | 4 | May 28, 2024 |
| October 2025 | $216,756,101 | 4 | June 27, 2025 |
| October 2026 | $407,915,528 | 7 | February 13, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Revere Asset (CRD 152881): Form ADV filing data as of October 2026.