Revolution Capital, LLC logo

Revolution Capital, LLC

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Client assets under management

$225,510,452

Clients

184

51% high-net worth

Advisors

4

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

46

Typical

Average account size

$1,225,600

About

Revolution Capital, LLC serves individuals, high‑net‑worth clients, and corporations or business entities with portfolio management, financial planning, pension consulting and outsourced CIO services. The firm’s advisory offerings are complemented by affiliated accounting and tax preparation services through Revolution Tax LLC and by attest services provided through an affiliated entity formed to offer independent CPA attest engagements.

The firm documents client goals and constraints in an Investment Policy Statement and typically manages accounts on a discretionary basis, employing methods that include fundamental, quantitative, technical and modern portfolio theory analysis. Portfolios may include traditional securities and a range of alternatives — equities, fixed income, ETFs, hedge funds, private equity, venture capital — and the firm may use margin and options strategies where appropriate.

Noteworthy distinctions in the brochure include the firm’s affiliation with an accounting/tax sister company and a separate attest entity (the attest entity is majority‑owned by the CPA running it with minority ownership by the firm’s principal), its role as sponsor and portfolio manager for a wrap fee program (with a separate wrap program brochure), and disclosure that it conducts educational seminars funded in part by sponsorships; the brochure also highlights OCIO-style sourcing, due diligence and governance support for foundations, endowments and family offices and discloses the potential conflicts those affiliations and sponsorships may create.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial planning between $300 and $10,000; fixed fees for pension consulting between $1,000 and $10,000

Percentage

$0+: Up to 2.00% annually for portfolio management fees All Assets+: Up to 2.50% annually for pension consulting fees

Project-based

Hourly fees for financial planning and pension consulting between $150 and $350

Other

Minimum fee: Potential minimum annual fee not to exceed 2% annually (exact minimum not specified) Fee-only: Financial planning fixed fees between $300 and $10,000; hourly fees between $150 and $350; pension consulting fixed fees between $1,000 and $10,000; hourly fees between $150 and $350; accounting and tax services fees are project-based and vary; attest services fees vary.

Main office location

Revolution Capital, LLC

17838 Burke Street, # 103

Omaha NE 68118, United States

Number of offices

1

Most active in

Nebraska · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ryan F

Series 63, Series 65

Omaha, NE

Revolution Capital, LLC

Ryan Fleischer is a financial advisor at Revolution Capital, LLC in Omaha, NE, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Linsco/Private Ledger from 2006 to 2019. Fleischer is also the founder and president of Revolution Group, LLC, which provides business advisement and occasionally offers fixed insurance products. Revolution Capital, LLC serves individuals, corporations, and pension or employee benefit plans with portfolio management, financial planning, pension consulting, and outsourced Chief Investment Officer services. The firm uses a variety of analytical approaches and a broad investable universe to tailor investment programs and also offers affiliated accounting and tax services through a sister company.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Megan F

Series 65

Omaha, NE

Revolution Capital, LLC

Megan Fleischer is a Series 65-licensed financial advisor with Revolution Capital, LLC in Omaha, NE, where she has worked since 2019. She has five years of industry experience, including prior roles in education with Elkhorn Public Schools and Highland Park Independent School District. Revolution Capital, LLC serves individuals, corporations, and pension or employee benefit plans with portfolio management, financial planning, pension consulting, and outsourced Chief Investment Officer services. The firm uses a range of analytical approaches and offers an affiliated accounting and tax practice, providing clients with integrated investment and tax solutions.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Travis H

Series 65

Omaha, NE

Revolution Capital, LLC

Travis Hansen is a financial advisor at Revolution Capital, LLC in Omaha, NE, holding a Series 65 designation. He has over a decade of experience in finance, including roles at Nebraska State Bank and Trust Co and ownership of Thousand Hills Investments LLC, a non-investment-related business. Revolution Capital, LLC serves individuals, corporations, and employee benefit plans with portfolio management, financial planning, pension consulting, and outsourced Chief Investment Officer services. The firm employs a diverse range of analytical approaches and offers integrated accounting and tax services through an affiliated company.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Chad M

Series 66

Omaha, NE

Revolution Capital, LLC

Chad Mckown is a financial advisor at Revolution Capital, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2011. He is also a licensed insurance agent. Revolution Capital, LLC serves individuals, corporations, and employee benefit plans with portfolio management, financial planning, pension consulting, and outsourced Chief Investment Officer services. The firm employs a range of analytical approaches and offers integrated accounting and tax services through an affiliated company.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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