# Strategic Portfolio Managers

> 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.

- CRD: 155286
- Filed as: STRATEGIC PORTFOLIO MANAGERS
- Legal name: Revere Financial, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Northfield, IL
- Filing period: October 2026
- Form ADV filing dated: June 8, 2023
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155286
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-portfolio-managers-northfield-il-155286

## Quick answers

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

**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

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

### Regulatory assets under management (Item 5.F)
- Total: $127,051,519
- Discretionary: $114,492,624
- Non-discretionary: $12,558,895

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $8,741,563 |
| High net worth individuals | 43 | $110,187,102 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $8,122,854 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stratports.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $127,051,519 | 1 | June 8, 2023 |
| October 2024 | $127,051,519 | 1 | June 8, 2023 |
| October 2025 | $127,051,519 | 1 | June 8, 2023 |
| October 2026 | $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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Portfolio Managers (CRD 155286): Form ADV filing data as of October 2026.