AdvisorCensus / Financial advisors / Illinois / Chicago / Strategic Portfolio Managers
Strategic Portfolio Managers
Filed as STRATEGIC PORTFOLIO MANAGERS · Legal name Revere Financial, LLC
Strategic Portfolio Managers is an SEC-registered investment advisory firm in Northfield, IL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 8, 2023.
Quick answers
From the filingHow is Strategic Portfolio Managers compensated?
On its Form ADV (Item 5.E, October 2026), Strategic Portfolio Managers reports these compensation arrangements: a percentage of assets under its management.
Where is Strategic Portfolio Managers located?
Strategic Portfolio Managers' principal office is in Northfield, IL, according to its Form ADV.
Is Strategic Portfolio Managers registered with the SEC or a state?
Strategic Portfolio Managers is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 155286.
How much does Strategic Portfolio Managers manage?
Strategic Portfolio Managers reports $127,051,519 in regulatory assets under management in its Form ADV filing dated June 8, 2023 (90% discretionary).
How have Strategic Portfolio Managers' assets and staff changed since 2023?
In the Form ADV data for Strategic Portfolio Managers: Regulatory assets under management: $127,051,519 in the October 2023 data and $127,051,519 in the October 2026 data, unchanged. Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Strategic Portfolio Managers serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (43); individuals (other than high net worth individuals) (40); corporations or other businesses not listed above (1).
Does Strategic Portfolio Managers 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/155286
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
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
Regulatory assets under management
Item 5.F$127,051,519 as of October 2026, filing dated June 8, 2023.
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- Revere Financial, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
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 | $127,051,519 | 1 | June 8, 2023 |
| October 2025 | $127,051,519 | 1 | June 8, 2023 |
| October 2024 | $127,051,519 | 1 | June 8, 2023 |
| October 2023 | $127,051,519 | 1 | June 8, 2023 |
Regulatory assets under management: $127,051,519 in the October 2023 data and $127,051,519 in the October 2026 data, unchanged.
Total employees: 1 in October 2023 and 1 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 monthsNo changes to these filed facts in the last 12 months of filing data.
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. Strategic Portfolio Managers (CRD 155286): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/strategic-portfolio-managers-northfield-il-155286