R
Revise Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,096,265
Total clients
2
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$4,048,133
About
Revise Capital LLC provides discretionary portfolio management primarily to high‑net‑worth individuals and to a pooled investment vehicle managed by the firm. Services include ongoing portfolio construction, investment policy development, and regular portfolio monitoring across mutual funds, equities, ETFs, fixed income, real estate funds, private placements and other eligible securities.
The firm documents client objectives in an Investment Policy Statement and generally manages accounts on a discretionary basis. Its investment process blends quantitative, fundamental, technical and charting analysis and employs both long‑ and short‑term trading techniques, including margin and options strategies, with monthly account reviews.
Compared with peers, Revise Capital’s combination of a very small client base and operation of its own pooled vehicle is uncommon for an independent adviser of this size, and the firm discloses that it manages that fund directly. The firm also requires clients to custody accounts at Interactive Brokers LLC and discloses use of higher‑risk instruments (options, margin and private placements), which can result in more concentrated, customized relationships than many small independent advisers.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Passive / index investing
Fee options
2.00% annually
Main office location
Revise Capital LLC
Green Bay WI, United States
Number of offices
1
Most active in
Revise Capital LLC has reported serving >5 clients in these states in the last 12 months.
Wisconsin
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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