Revo Financial provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and publishing newsletters. Financial planning was provided to 1–10 clients last fiscal year.
Revo Financial reports 166 clients. They include 132 individual clients and 34 high-net-worth individuals. Of its assets, 88.8% ($120M across 282 accounts) are managed with discretion; $15.2M across 17 accounts are not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 22% |
| High-net-worth individuals | 20% | 78% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 132 | $29.8M | 22.0% | $226K |
| High-net-worth individuals | 34 | $106M | 78.0% | $3.11M |
| Total | 166 | $135M | 100% | $816K |
- Clients
- 132
- Regulatory AUM
- $29.8M
- AUM share
- 22.0%
- Avg. per client
- $226K
- Clients
- 34
- Regulatory AUM
- $106M
- AUM share
- 78.0%
- Avg. per client
- $3.11M
Total
- Clients
- 166
- Regulatory AUM
- $135M
- AUM share
- 100%
- Avg. per client
- $816K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Revo Financial is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Negotiated fixed fee for financial planning and consulting, up to $8,000, billed 50% in advance; consulting beyond the agreed scope is $350 an hour.
KMN Services, LP owns 75% or more of Revo Financial and is in turn owned by Jon Nettles (50–75%) and Lucas Nettles (25–50%). Jon Nettles is CEO; the leadership team includes President Lucas Nettles. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 3 insurance agents
- Owns 75% or more of Revo Financial, LLC
KMN Services, LP
Control person · since October 2014
- Owns 50% to 75% of KMN Services, LP
Jon Nettles
Control person · since March 2018
- Owns 25% to 50% of KMN Services, LP
Lucas Nettles
Control person · since January 2026
KMN Services, LLC
General partner · Control person · since October 2014
Revo Financial’s regulatory assets grew from $119M (June 2025) to $135M (September 2026); clients fell from 190 to 166 and employees from 4 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $135M | 166 | 3 | 1 |
| Jun 2025June 2025 | $119M | 190 | 4 | 2 |
Besides its headquarters, Revo Financial has 0 offices, with 1 listed address in 1 state.
Oklahoma · 1 listed address
- 117 W. 5th Street, #402, BartlesvilleHQ
Contact and registration details
- Legal name
- Revo Financial, LLC
- Headquarters
- 117 W. 5th Street, #402, Bartlesville, OK 74003
- Website
- revofinancial.com
- Phone
- 918-336-7877
- @revo-financial-llc
- SEC file
- 801-132034
- Structure
- Texas LLC
- Fiscal year end
- December
Revo Financial’s named custodians for separately managed accounts are Fidelity ($81.1M, 67%), SEI Investments Management ($38.1M, 32%) and Altruist ($1.12M, 1%). Revo Financial does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $81.1M67%
- SEI Investments ManagementSEI Investments Management Corp · Oaks, PA · $38.1M32%
- AltruistAltruist Financial LLC · Dallas, TX · $1.12M1%
At year end, Revo Financial’s separately managed accounts were mostly in funds (100%).
What the accounts hold
- Funds100%
How many clients does Revo Financial have?
Revo Financial has 166 clients and manages $135 million for them, as of September 2026. They include 132 individual clients and 34 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 September 2026
What services does Revo Financial offer?
Revo Financial provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Revo Financial use?
Revo Financial’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $81.1M, SEI Investments Management Corp (Oaks, PA), with $38.1M and Altruist Financial LLC (Dallas, TX), with $1.12M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 September 2026
How many financial advisors does Revo Financial have?
Revo Financial has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Revo Financial invest in?
At the end of its last fiscal year, Revo Financial’s separately managed accounts held 100% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Revo Financial?
Revo Financial is owned through a holding company by Jon and Lucas Nettles. Its direct owner is KMN Services, LP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 September 2026
How does Revo Financial get paid?
Revo Financial is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees 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 Revo Financial?
Revo Financial’s main office is at 117 W. 5th Street, #402, Bartlesville, OK 74003. Its phone number is 918-336-7877. Its website is revofinancial.com.
