{"url":"https://nivawealth.com/firms/revolution-partners-170310","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/170310","regulatoryAum":115101000,"crd":"170310","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5488986","suffix":null,"lastName":"Douglas Carpenter","firstName":"LAUREN","middleName":null},{"crd":"2596604","suffix":null,"lastName":"FOWLER","firstName":"PAUL","middleName":"BRIAN"},{"crd":"2291892","suffix":null,"lastName":"LLOYD","firstName":"ROBERT","middleName":"FRANCIS"},{"crd":"8053146","suffix":null,"lastName":"Wilson","firstName":"Hayden","middleName":"Monroe"}],"total":4,"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":"2022-03-23","regulatoryAum":100897000,"clients":491,"employees":6,"offices":1},{"filedOn":"2023-03-22","regulatoryAum":91329500,"clients":90,"employees":5,"offices":1},{"filedOn":"2024-03-21","regulatoryAum":98717000,"clients":82,"employees":6,"offices":1},{"filedOn":"2025-06-10","regulatoryAum":100070000,"clients":80,"employees":6,"offices":1},{"filedOn":"2026-03-25","regulatoryAum":115101000,"clients":80,"employees":6,"offices":1}],"secFileNumber":"801-122898","legalName":"Revolution Partners, LLC","displayName":"Revolution Partners","slug":"revolution-partners-170310","website":"https://revolutionpartners.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/revolution-partners-llc/","founded":null,"organization":"Tennessee limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"16 December 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":948263.1578947369,"staff":{"employees":6,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":115101000,"discretionary":111628000,"discretionaryAccounts":593,"nonDiscretionary":3473000,"nonDiscretionaryAccounts":31,"wrapProgram":115101000,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":69,"regulatoryAum":40381000},{"label":"High-net-worth individuals","clients":7,"regulatoryAum":31687000},{"label":"Pension and profit-sharing plans","clients":4,"fewerThan5":true,"regulatoryAum":43033000}],"feePrograms":[{"role":"other","program":"Retirement Plan Consulting","summary":"Retirement plan consulting is a fixed project fee, plus an annual asset-based fee where the firm manages plan assets.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025472","versionId":1025472,"submittedOn":"2026-03-25","documentName":"REVOLUTION PARTNERS DISCLOSURE BROCHURE"},{"role":"other","program":"Stand-Alone Financial Planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025472","versionId":1025472,"submittedOn":"2026-03-25","documentName":"REVOLUTION PARTNERS DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:53:24.162049+00:00","documents":[{"name":"REVOLUTION PARTNERS DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025472","versionId":1025472,"submittedOn":"2026-03-25"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025473","versionId":1025473,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=981398","versionId":981398,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=958599","versionId":958599,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=958596","versionId":958596,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=622807","versionId":622807,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":67568000}],"custodyNote":"Revolution Partners has custody of $10.8M for 18 clients.","otherCustodians":[],"leadership":[{"name":"Paul Fowler","title":"Managing Member, Chief Executive Officer & Chief Compliance Officer","crd":"2596604"},{"name":"Robert Lloyd","title":"President","crd":"2291892"},{"name":"Lauren Douglas Carpenter","title":"Chief Operating Officer","crd":"5488986"},{"name":"Michael Cox","title":"Founding Member","crd":"6471224"},{"name":"Alison Fowler","title":"General Counsel","crd":"6626659"}],"ownership":[{"label":"Paul Fowler","detail":"Managing member, chief executive officer & chief compliance officer in the 25% to 50% ownership band and a control person, since January 2014."},{"label":"Michael Cox","detail":"Founding member in the 5% to 10% ownership band, since May 2014."},{"label":"Ata Advisory LLC","detail":"Member in the 10% to 25% ownership band, since December 2023."},{"label":"Kristine L Kenworthy Revocable Trust","detail":"Member in the 5% to 10% ownership band, since May 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"901-421-6300","stateRegisteredReps":4,"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","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":9},{"label":"U.S. government/agency bonds","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":80},{"label":"Cash and cash equivalents","percent":8}],"privateFunds":0},"sources":{"adv1FilingDate":"25 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/170310/PDF/170310.pdf","brochureDate":"25 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025472","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 Revolution Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Revolution Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Revolution Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Revolution Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Revolution Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Revolution Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Revolution Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Revolution Partners?","answer":"Its phone number is 901-421-6300. Its website is revolutionpartners.com.","source":"Form ADV Part 1A, Item 1.F, filed 25 March 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."}