Revolution Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Revolution Partners reports 80 clients. They include 69 individual clients, 7 high-net-worth individuals, and 4 pension and profit-sharing plans. Of its assets, 97.0% ($112M across 593 accounts) are managed with discretion; $3.47M across 31 accounts are not. A wrap fee program the firm both sponsors and manages holds $115M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 86% | 35% |
| High-net-worth individuals | 9% | 28% |
| Pension and profit-sharing plans | 5% | 37% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 69 | $40.4M | 35.1% | $585K |
| High-net-worth individuals | 7 | $31.7M | 27.5% | $4.53M |
| Pension and profit-sharing plans | Fewer than 5 | $43M | 37.4% | $10.8M |
| Total | 80 | $115M | 100% | — |
- Clients
- 69
- Regulatory AUM
- $40.4M
- AUM share
- 35.1%
- Avg. per client
- $585K
- Clients
- 7
- Regulatory AUM
- $31.7M
- AUM share
- 27.5%
- Avg. per client
- $4.53M
- Clients
- Fewer than 5
- Regulatory AUM
- $43M
- AUM share
- 37.4%
- Avg. per client
- $10.8M
Total
- Clients
- 80
- Regulatory AUM
- $115M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Revolution Partners 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 2 other services, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Consulting
- Retirement plan consulting is a fixed project fee, plus an annual asset-based fee where the firm manages plan assets.
- Stand-Alone Financial Planning
- Stand-alone financial planning is a negotiable hourly fee of $100 to $500, or a fixed fee set per client; half is due on signing.
Paul Fowler owns 25% to 50% of Revolution Partners. Paul Fowler is CEO; the leadership team includes President Robert Lloyd and Chief Operating Officer Lauren Douglas Carpenter. It has 6 employees, 4 of them in advisory roles.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 25% to 50% of Revolution Partners, LLC
Paul Fowler
Control person · since January 2014
- Owns 10% to 25% of Revolution Partners, LLC
Ata Advisory LLC
since December 2023
- Owns 5% to 10% of Revolution Partners, LLC
Michael Cox
since May 2014
- Owns 5% to 10% of Revolution Partners, LLC
Kristine L Kenworthy Revocable Trust
since May 2020
Revolution Partners’ regulatory assets grew from $101M (March 2022) to $115M (March 2026); clients fell from 491 to 80 and employees were 6 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $115M | 80 | 6 | 1 |
| Jun 2025June 2025 | $100M | 80 | 6 | 1 |
| Mar 2024March 2024 | $98.7M | 82 | 6 | 1 |
| Mar 2023March 2023 | $91.3M | 90 | 5 | 1 |
| Mar 2022March 2022 | $101M | 491 | 6 | 1 |
Besides its headquarters, Revolution Partners has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Revolution Partners, LLC
- Headquarters
- Not reported
- Website
- revolutionpartners.com
- Phone
- 901-421-6300
- @revolution-partners-llc
- SEC file
- 801-122898
- Structure
- Tennessee LLC
- Fiscal year end
- December
Revolution Partners’ named custodian for separately managed accounts is Charles Schwab ($67.6M). Revolution Partners has custody of $10.8M for 18 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $67.6M100%
At year end, Revolution Partners’ separately managed accounts were mostly in funds (80%).
What the accounts hold
- Stocks9%
- Funds80%
- Bonds3%
- Cash8%
How many clients does Revolution Partners have?
Revolution Partners has 80 clients and manages $115 million for them, as of March 2026. They include 69 individual clients, 7 high-net-worth individuals, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Revolution Partners offer?
Revolution Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Revolution Partners use?
Revolution Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $67.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Revolution Partners have?
Revolution Partners has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Revolution Partners invest in?
At the end of its last fiscal year, Revolution Partners’ separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 8% cash and equivalents and 3% 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 Revolution Partners?
Revolution Partners’ direct owners are Paul Fowler, Michael Cox, Ata Advisory LLC and Kristine L Kenworthy Revocable Trust, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Revolution Partners get paid?
Revolution Partners 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 Revolution Partners?
Its phone number is 901-421-6300. Its website is revolutionpartners.com.