Revise
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,032,138
Clients
7
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$1,290,305
About
Revise provides advisory services to individual investors — including high-net-worth individuals — and also acts as a subadvisor to other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and limited-scope fixed-fee investment reviews, generally recommending ETFs, equities, and fixed income securities.
The firm’s investment process emphasizes modern portfolio theory and quantitative analysis, employs a long‑term trading approach, and documents each client’s objectives and risk tolerance in an Investment Policy Statement; Revise frequently seeks discretionary authority to implement its plans. Revise tailors portfolios to client-imposed restrictions (such as ESG or sector exclusions) and may deliver model portfolios to primary advisers as part of its subadvisory arrangements across multiple custodians.
What is distinctive for a solo independent adviser is the firm’s insurance affiliation: the principal is a licensed insurance agent, and the firm discloses acceptance of commissions for insurance product sales and the related conflicts of interest while noting commissions are not its primary source of advisory compensation. Other operational features that stand out in the brochure include a very small client base (seven clients) and roughly $9 million in AUM, disclosure that the firm may receive soft‑dollar benefits from custodians, and a stated practice of not aggregating trades for multiple client accounts.
Client services
Financial planning
Portfolio management
Expertise
Life insurance needs analysis
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
Fixed fees for financial planning and limited-scope investment advisory services as stated above
$0 - $1,000,000: 1.45% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
Insurance product commissions received by supervised persons, but commissions are not the primary source of compensation
Fee-only: Fixed fees for financial planning: $3,000 to $10,000; Limited-scope investment advisory services: $5,000 to $10,000
Main office location
Revise
220 N Green Street, Ste. 310
Chicago IL 60607, United States
Number of offices
1
Most active in
Revise has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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