{"url":"https://nivawealth.com/firms/revere-asset-management-152881","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/152881","regulatoryAum":407915528,"crd":"152881","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7683213","suffix":null,"lastName":"Bates","firstName":"Connor","middleName":"Joseph"},{"crd":"2649504","suffix":null,"lastName":"STEWART","firstName":"DANIEL","middleName":"MARTIN"},{"crd":"2556617","suffix":null,"lastName":"THOMAS","firstName":"TODD","middleName":"MICHAEL"},{"crd":"6114133","suffix":null,"lastName":"VANDENBORD","firstName":"DONALD","middleName":"MICHAEL"},{"crd":"7682805","suffix":null,"lastName":"Zhang","firstName":"Ted","middleName":"Huan"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-05-26","regulatoryAum":118525136,"clients":232,"employees":3,"offices":1},{"filedOn":"2024-05-28","regulatoryAum":156569026,"clients":325,"employees":4,"offices":1},{"filedOn":"2025-06-27","regulatoryAum":216756101,"clients":367,"employees":4,"offices":1},{"filedOn":"2026-02-13","regulatoryAum":407915528,"clients":501,"employees":7,"offices":1}],"secFileNumber":"801-126706","legalName":"Revere Asset Management, Inc.","displayName":"Revere Asset Management","slug":"revere-asset-management-152881","website":"https://revereasset.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/152881/a6701e9339b3c951-r1.webp","tone":"dark","width":595,"height":200,"sourceUrl":"https://revereasset.com/","sourceLabel":"Revere Asset, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://linkedin.com/company/revere-asset/","xUrl":"https://x.com/RevereAsset","founded":"2010","organization":"Texas corporation","fiscalYearEnd":"December","headquarters":{"street":"825 Watters Creek BLVD, Suite 385","city":"Allen","state":"TX","stateName":"Texas","country":"United States","postalCode":"75013"},"tradeNames":[],"registration":{"secApproved":"11 October 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":815727.476,"staff":{"employees":7,"advisory":5,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":407915528,"discretionary":407915528,"discretionaryAccounts":1110,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":395,"regulatoryAum":203840882},{"label":"High-net-worth individuals","clients":105,"regulatoryAum":204022856},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":51790}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:04:34.381611+00:00","documents":[{"name":"FORM ADV PART 2A AND 2B BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008793","versionId":1008793,"submittedOn":"2026-02-13"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":407915528}],"custodyNote":"Revere Asset Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Daniel Stewart","title":"President/Chief Compliance Officer/Chief Executive Officer","crd":"2649504"},{"name":"Donald Vandenbord","title":"Shareholder, CIO, SR. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Revere Asset Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Revere Asset Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Revere Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Revere Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Revere Asset Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Revere Asset Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Revere Asset Management?","answer":"Revere Asset Management’s main office is at 825 Watters Creek BLVD, Suite 385, Allen, TX 75013. Its phone number is 855-732-5932. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}