# Revo Financial, LLC

> Revo Financial, LLC is an SEC-registered investment advisory firm in Bartlesville, OK, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 172646
- Filed as: REVO FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bartlesville, OK
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172646
- AdvisorCensus page: https://advisorcensus.com/firm/revo-financial-llc-bartlesville-ok-172646

## Quick answers

**How is Revo Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Revo Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Revo Financial, LLC charge?**
Its Form ADV Part 2A brochure dated June 2, 2026 states: Flat fee: up to $8,000 (financial planning and consulting services); Hourly rate: $350 an hour (consulting services beyond the scope of services identified…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Revo Financial, LLC located?**
Revo Financial, LLC's principal office is in Bartlesville, OK, according to its Form ADV; the September 2025 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Revo Financial, LLC registered with the SEC or a state?**
Revo Financial, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 172646.

**How much does Revo Financial, LLC manage?**
Revo Financial, LLC reports $135,435,068 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (89% discretionary).

**How have Revo Financial, LLC's assets and staff changed since 2025?**
In the Form ADV data for Revo Financial, LLC: Regulatory assets under management: $118,570,330 in the October 2025 data and $135,435,068 in the October 2026 data, up 14%. Total employees: 4 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Revo Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (132); high net worth individuals (34).

**Which custodians does Revo Financial, LLC use?**
Revo Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC, Fidelity Brokerage Services LLC and SEI Investments Management Corp as custodians holding 10% or more of its separately managed account assets.

**Does Revo Financial, LLC 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/172646

**What changed in Revo Financial, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 3 to 2. Regulatory assets under management went from $118,570,330 to $135,435,068 (+14%). No longer lists an office in Bartlesville, OK. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 2, 2026)

- Flat fee: up to $8,000 (financial planning and consulting services)

> Our fee for financial planning and consulting services is based on a negotiated fixed fee that ranges up to $8,000.

- Hourly rate: $350 an hour (consulting services beyond the scope of services identified…)

> Client will be billed at our hourly rate of $350 and invoiced accordingly.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Fidelity Brokerage Services LLC
- SEI Investments Management Corp

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: $135,435,068
- Discretionary: $120,264,418
- Non-discretionary: $15,170,650

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 132 | $29,830,289 |
| High net worth individuals | 34 | $105,604,779 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2025 filing
- Bartlesville, OK

### Websites listed on Form ADV (Item 1.I)
- revofinancial.com
- Facebook @RevoFinancialLLC
- Facebook @lucas.nettles
- LinkedIn @revo-financial-llc
- LinkedIn @lucas-nettles
- YouTube @revofinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $118,570,330 | 4 | June 9, 2025 |
| October 2026 | $135,435,068 | 3 | September 4, 2026 |

Regulatory assets under management: $118,570,330 in the October 2025 data and $135,435,068 in the October 2026 data, up 14%.
Total employees: 4 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $118,570,330 to $135,435,068 (+14%).
- No longer lists an office in Bartlesville, OK.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Revo Financial, LLC (CRD 172646): Form ADV filing data as of October 2026.