Fee-only adviser · Marietta, GA

Rev Capital, LLC

Rev Capital, LLC is a fee-only investment adviser registered with the securities regulator of Georgia, with its main office in Marietta, Georgia. On its latest Form ADV, filed June 10, 2026, it reports $57M in regulatory assets under management, 75 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationState-registered: Georgia
Firm CRD number282132
Office319 Atlanta Street SE Suite 200
Marietta, GA 30060
Phone(678) 456-5546
Websitewww.rev-capital.com
Regulatory assets under management$57M
Individual clients40 non-high-net-worth, 35 high-net-worth
Financial planning clients0
How it chargesPercentage of assets, Fixed fee
ServicesFinancial planning, Portfolio management
Employees2
Disciplinary disclosuresNone reported
Latest Form ADV filingJune 10, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
  • It also charges a percentage of assets managed for ongoing investment management.
  • Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
  • It provides financial planning services, not only portfolio management.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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