Revere Asset Management provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, financial planning, and insurance.
Revere Asset Management reports 501 clients. They include 395 individual clients, 105 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($408M across 1,110 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 50% |
| High-net-worth individuals | 21% | 50% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 395 | $204M | 50.0% | $516K |
| High-net-worth individuals | 105 | $204M | 50.0% | $1.94M |
| Charitable organizations | Fewer than 5 | $51.8K | 0.0% | $51.8K |
| Total | 501 | $408M | 100% | — |
- Clients
- 395
- Regulatory AUM
- $204M
- AUM share
- 50.0%
- Avg. per client
- $516K
- Clients
- 105
- Regulatory AUM
- $204M
- AUM share
- 50.0%
- Avg. per client
- $1.94M
- Clients
- Fewer than 5
- Regulatory AUM
- $51.8K
- AUM share
- 0.0%
- Avg. per client
- $51.8K
Total
- Clients
- 501
- Regulatory AUM
- $408M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Revere Asset Management is paid through a percentage of assets under management and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Daniel Stewart owns 50% to 75% of Revere Asset Management. Daniel Stewart is CEO. It has 7 employees, 5 of them in advisory roles.
Staff
- 7 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Revere Asset Management, Inc.
Daniel Stewart
Control person · since January 2010
- Owns 25% to 50% of Revere Asset Management, Inc.
Donald Vandenbord
since July 2016
Revere Asset Management’s regulatory assets grew 3.4× from $119M (May 2023) to $408M (February 2026); clients rose from 232 to 501 and employees from 3 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $408M | 501 | 7 | 1 |
| Jun 2025June 2025 | $217M | 367 | 4 | 1 |
| May 2024May 2024 | $157M | 325 | 4 | 1 |
| May 2023May 2023 | $119M | 232 | 3 | 1 |
Besides its headquarters, Revere Asset Management has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 825 Watters Creek BLVD, Suite 385, AllenHQ
Contact and registration details
- Legal name
- Revere Asset Management, Inc.
- Headquarters
- 825 Watters Creek BLVD, Suite 385, Allen, TX 75013
- Website
- revereasset.com
- Phone
- 855-732-5932
- @revere-asset
- SEC file
- 801-126706
- Founded
- 2010
- Structure
- Texas corporation
- Fiscal year end
- December
Revere Asset Management’s named custodian for separately managed accounts is Charles Schwab ($408M). Revere Asset Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $408M100%
At year end, Revere Asset Management’s separately managed accounts were mostly in stocks (83%) and cash (16%). Its reported 13F holdings for the quarter ended 31 March 2026 total $195M across 27 positions; the largest are SPDR Series Trust (47.4%), Proshares TR (18.5%) and Proshares TR (9.0%).
What the accounts hold
- Stocks83%
- Bonds1%
- Cash16%
How many clients does Revere Asset Management have?
Revere Asset Management has 501 clients and manages $408 million for them, as of February 2026. They include 395 individual clients, 105 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 February 2026
What services does Revere Asset Management offer?
Revere Asset Management provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, financial planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Revere Asset Management use?
Revere Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $408M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 February 2026
How many financial advisors does Revere Asset Management have?
Revere Asset Management has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Revere Asset Management invest in?
At the end of its last fiscal year, Revere Asset Management’s separately managed accounts held 83% exchange-traded equities, 16% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Revere Asset Management?
Revere Asset Management’s direct owners are Daniel Stewart (50% to 75%) and Donald Vandenbord (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 13 February 2026
How does Revere Asset Management get paid?
Revere Asset Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Revere Asset Management?
Revere Asset Management’s main office is at 825 Watters Creek BLVD, Suite 385, Allen, TX 75013. Its phone number is 855-732-5932. Its website is revereasset.com.
