Revere Asset Management, Inc.
● SEC registered since 2022CRD 152881SEC# 801-126706Allen, TX
Reg. AUM
$407.9M
Employees
7
Accounts
1,110
Location
Allen, TX
About Revere Asset Management
Revere Asset Management is an SEC-registered adviser offering active portfolio management with quantified downside protection. It offers conflict-free research and advisory services aimed at helping clients pursue investment goals.
Summary based on the firm’s website.
Revere Asset Management, Inc. assets under management
Revere Asset Management, Inc. is an investment advisory firm registered with the SEC based in Allen, TX. The firm has been registered since 2022. It reports $407.9 million in regulatory assets under management and employs 7 people.
Revere Asset Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Martin Stewart Control | President/Chief Compliance Officer/Chief Executive Officer | 50-75% | 2010 |
| Donald Michael Vandenbord | Shareholder, Cio, Sr. Portfolio Manager | 25-50% | 2016 |
Frequently asked questions
How much does Revere Asset Management, Inc. manage?
Revere Asset Management, Inc. reports $407.9 million in regulatory assets under management on its Form ADV.
How many employees does Revere Asset Management, Inc. have?
Revere Asset Management, Inc. reports 7 employees.
Where is Revere Asset Management, Inc. located?
Revere Asset Management, Inc. is based in Allen, TX and has been SEC-registered since 2022.
Does Revere Asset Management, Inc. disclose fund performance?
Revere Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 825 Watters Creek Blvd, Suite 385, Allen, TX 75013 |
| Phone | 855-732-5932 |
| Fax | 214-242-4100 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$407.9M▲ 88%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,369 advisers
EmployeesTop 51%
More than 49% of 16,804 advisers
Assets under management
$407.9Mregulatory AUM
Discretionary $407.9M