Revolution Capital, Inc

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Client assets under management

$49,656,458

Clients

25% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$886,722

About

Revolution Capital provides financial planning and discretionary investment management to individuals, business owners and trusts, generally on an asset‑based fee basis. The firm manages roughly $50 million for a small client base and does not state a minimum account size.

Portfolios are built from diversified allocations of index funds, exchange‑traded funds, mutual funds and individual equities, with target allocations developed for each client and periodic rebalancing; the firm accepts discretionary authority. Account reviews for asset allocation are performed monthly and clients receive monthly custodial statements and online access to account information.

The firm’s principals both hold law degrees and have prior legal practice experience, and they are co‑owners of an affiliated consulting entity that serves U.S. expatriates — an uncommon combination among peers. Revolution Capital operates a virtual model, may occasionally recommend insurance products through a licensed principal, and maintains an institutional relationship with its custodian/introducing broker that provides limited technology support tied to platform asset thresholds, a potential conflict disclosed in its brochure.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Wealth management

Occupation focus

Founder/Business Owner

Demographic focus

Expats

Fee options

Fixed

Flat fee for financial planning

Percentage

1.25% annually, billed quarterly at 0.3125% per quarter

Project-based

Negotiated hourly rate for financial planning

Other

Fee-only: Financial planning fees are either a flat fee or a negotiated hourly rate

Main office location

Revolution Capital, Inc

Salem MA, United States

Number of offices

Most active in

Massachusetts

Disclosures

Business activities & affiliations

Is active or affiliated with:

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 617-275-4292

Advisors at this firm

Amy W

Series 65

Salem, MA

Revolution Capital, Inc

Amy Witherbee is a financial advisor at Revolution Capital, Inc with 12 years of industry experience. She holds a Series 65 designation and has been with Revolution Capital since 2013. In addition to her work at Revolution Capital, she is a 50% owner of Sanderling Expat Advisors, a firm providing financial planning and advice to American citizens and green card holders living in France. Revolution Capital offers financial planning and discretionary investment management to individuals, business owners, and trusts, managing approximately $44 million in discretionary assets. The firm serves a small client base with diversified portfolios built from index funds, ETFs, mutual funds, and individual equities, focusing on client goals, risk tolerance, and time horizon.

Wealth management Founder/Business Owner Expats

Douglas S

Series 63, Series 65

Salem, MA

Revolution Capital, Inc

Douglas Soons is a financial advisor with Revolution Capital, Inc in Salem, MA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Revolution Capital since 2000. Outside of his primary role, he co-owns Sanderling Expat Advisors, a financial advisory firm serving American citizens and green card holders living in France. Revolution Capital provides financial planning and discretionary investment management to individuals, business owners, and trusts, managing approximately $44 million in discretionary assets. The firm serves a small client base with portfolios built from diversified allocations of index funds, ETFs, mutual funds, and individual equities, emphasizing tailored financial plans and periodic rebalancing.

Wealth management Founder/Business Owner Expats

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