Revisor Wealth Management LLC

Nicholas Cargill is a financial advisor at Revisor Wealth Management LLC with a Series 65 designation and three years of industry experience. Prior to joining Revisor Wealth Management in 2022, he worked at the University of Richmond and Veritas Classical Christian School. Revisor Wealth Management serves individuals, high-net-worth clients, and other financial professionals by providing discretionary investment management, financial planning, and model/sub-advisory services. The firm employs a long-term investment approach focused on fundamental analysis and manages approximately $2.06 billion in discretionary assets.

Ethan Dunbar is a Series 65-licensed advisor at Revisor Wealth Management LLC with nine years of industry experience. He has been with Revisor since 2016 and previously worked with Cloverleaf Local Schools and the Association of Tennis Professionals. Outside of finance, he has experience as a private tennis instructor. Revisor Wealth Management serves individuals, high-net-worth clients, and financial professionals, providing discretionary investment management, financial planning, and model/sub-advisory services. The firm’s investment approach is primarily long-term and grounded in fundamental analysis, utilizing low-cost mutual funds and ETFs alongside selective active and alternative strategies.

Kyle Patterson is a financial advisor at Revisor Wealth Management LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Independence Capital Co., Northcoast Research, Yourefolio, and Northwestern Mutual Insurance. Outside of his advisory role, he is also licensed as an insurance agent, selling fixed life, annuity, health, disability, and long-term care insurance. Revisor Wealth Management serves individuals, high-net-worth clients, and other financial professionals by providing discretionary investment management, financial planning, and model/sub-advisory services. The firm manages approximately $2.06 billion in discretionary assets and employs a primarily long-term investment approach focused on fundamental analysis, using low-cost mutual funds and ETFs alongside selective active funds and alternative strategies.

Adam Clark is a Series 65-licensed financial advisor with two years of industry experience. He is currently affiliated with Revisor Wealth Management LLC and LRJ Wealth Management LLC and was self-employed for ten years prior. Revisor Wealth Management serves individuals, high-net-worth clients, and other financial professionals by providing discretionary investment management, financial planning, and model/sub-advisory services. The firm manages approximately $2.06 billion in discretionary assets and employs a primarily long-term investment approach centered on fundamental analysis, utilizing low-cost mutual funds and ETFs alongside selective active and alternative strategies.

Landon Jones is a financial advisor with Revisor Wealth Management LLC, holding a Series 66 designation and over 23 years of industry experience. He has worked at Revisor Wealth Management since 2004 and also has experience with Independence Capital Co., Inc. and LRJ Consulting, Inc. In addition to his advisory role, Jones teaches finance courses part-time at Cleveland State University and works as a tax preparer and insurance agent. Revisor Wealth Management serves individual and high-net-worth clients, as well as other financial professionals, offering discretionary investment management, financial planning, and model/sub-advisory services. The firm manages approximately $2.06 billion in discretionary assets and uses a primarily long-term, fundamental analysis-based investment approach focused on low-cost mutual funds and ETFs.

Bradley Wise is a financial advisor at Revisor Wealth Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Prudential Annuities Distributors, and AST Investment Services, Inc. Revisor Wealth Management serves individuals, high-net-worth clients, and other financial professionals, offering discretionary investment management, financial planning, and model/sub-advisory services. The firm emphasizes a long-term investment approach grounded in fundamental analysis and manages approximately $2.06 billion in discretionary assets.

Jacob Dunbar is a Series 65-licensed advisor with Revisor Wealth Management LLC in Akron, OH, and has four years of industry experience. He has worked at LRJ Wealth Management LLC since 2021 and previously held positions at Willow Oaks Country Club and ATP. Revisor Wealth Management serves individuals, high-net-worth clients, and other financial professionals by offering discretionary investment management, financial planning, and model/sub-advisory services. The firm employs a long-term investment approach based on fundamental analysis, utilizing primarily low-cost mutual funds and ETFs alongside selectively chosen actively managed funds and alternative strategies.