REV Capital, LLC

Rev Capital serves individual clients, including high-net-worth households, through discretionary portfolio management and financial planning services. The firm provides ongoing investment advice and managed account programs that allocate among cash, equities, mutual funds, bonds and annuities and accommodates client-imposed investment restrictions in writing.

The firm applies a flexible, suitability-driven approach—using asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading—to align portfolios with clients’ objectives, time horizons and risk tolerances. Accounts are managed on a continuous basis with quarterly reviews, custodial reporting, and discretionary trading authority granted by clients when applicable.

Noteworthy features include the firm’s disclosure that certain third-party service providers use artificial intelligence and machine learning, and that the firm performs due diligence on those providers to address data accuracy and security risks. Operationally, the adviser meets the regulatory definition of custody because it directly debits advisory fees and may use standing letters of authorization, and the firm’s principal has a legal background that informs its compliance and governance practices.