{"url":"https://nivawealth.com/firms/revo-financial-172646","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/172646","regulatoryAum":135435068,"crd":"172646","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4555755","suffix":null,"lastName":"NETTLES","firstName":"JON","middleName":"AUBREY"},{"crd":"7036336","suffix":null,"lastName":"NETTLES","firstName":"LUCAS","middleName":"ELI"}],"total":2,"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":"2025-06-09","regulatoryAum":118570330,"clients":190,"employees":4,"offices":2},{"filedOn":"2026-09-04","regulatoryAum":135435068,"clients":166,"employees":3,"offices":1}],"secFileNumber":"801-132034","legalName":"Revo Financial, LLC","displayName":"Revo Financial","slug":"revo-financial-172646","website":"https://revofinancial.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/revo-financial-llc","founded":null,"organization":"Texas limited liability company","fiscalYearEnd":"December","headquarters":{"street":"117 W. 5th Street, #402","city":"Bartlesville","state":"OK","stateName":"Oklahoma","country":"United States","postalCode":"74003"},"tradeNames":[],"registration":{"secApproved":"24 February 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":815873.9036144578,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":135435068,"discretionary":120264418,"discretionaryAccounts":282,"nonDiscretionary":15170650,"nonDiscretionaryAccounts":17,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":2},"clientTypes":[{"label":"Individuals (other than HNW)","clients":132,"regulatoryAum":29830289},{"label":"High-net-worth individuals","clients":34,"regulatoryAum":105604779}],"feePrograms":[{"role":"other","program":"Financial Planning and Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057051","versionId":1057051,"submittedOn":"2026-09-04","documentName":"REVO FINANCIAL LLC ADV BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:01:22.475398+00:00","documents":[{"name":"REVO FINANCIAL LLC ADV BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057051","versionId":1057051,"submittedOn":"2026-09-04"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":81080376},{"name":"SEI Investments Management Corp","shortName":"SEI Investments Management","location":"Oaks, PA","smaAssets":38062417},{"name":"Altruist Financial LLC","shortName":"Altruist","location":"Dallas, TX","smaAssets":1121624}],"custodyNote":"Revo Financial does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jon Nettles","title":"Chief Executive Officer","crd":"4555755"},{"name":"Lucas Nettles","title":"President / Chief Compliance Officer","crd":"7036336"}],"ownership":[{"label":"KMN Services, LP","detail":"Owner in the 75% or more ownership band and a control person, since October 2014."},{"label":"KMN Services, LLC","detail":"Indirect owner: general partner of KMN Services, LP and a control person, since October 2014.","parent":"KMN Services, LP"},{"label":"Jon Nettles","detail":"Indirect owner: a ceo/partner of KMN Services, LP in the 50% to 75% band and a control person, since March 2018.","parent":"KMN Services, LP"},{"label":"Lucas Nettles","detail":"Indirect owner: a partner of KMN Services, LP in the 25% to 50% band and a control person, since January 2026.","parent":"KMN Services, LP"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Oklahoma","offices":1,"addresses":[{"street":"117 W. 5th Street, #402","city":"Bartlesville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"918-336-7877","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Publication of periodicals or newsletters"],"financialPlanningClients":"1-10","assetMix":[{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":100}],"privateFunds":0},"sources":{"adv1FilingDate":"4 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/172646/PDF/172646.pdf","brochureDate":"4 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057051","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Revo Financial have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Revo Financial offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Revo Financial use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Revo Financial have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Revo Financial invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Revo Financial?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Revo Financial get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Revo Financial?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 4 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}