A True Investment Firm
At Rev Capital, LLC, we build custom investment portfolios. No models. No one-size fits all.
And we do it all in-house. No mutual funds, SMAs, TAMPs, or any other 'tools' advisors use to make it look like they are managing your money when in reality, they're just hiring someone else to do it.
We strongly believe in independent advice and that is why we are a fee-only investment advisory firm. We do not sell products. We do not take commissions. We do not accept marketing arrangements of any sort.
Local and Nationwide: Service Your Way
We are located in metro-Atlanta but serve clients all around the country. Our unique approach to investing appeals to Entrepreneurs, Retirees, and Suddenly Single people everywhere.
Through our best in class technology, we are able to provide our services to clients on their terms.
Most of our clients prefer a traditional advisory experience where we work through financial planning and investing in meetings (either online or in person) and through industry standard reports.
Increasing numbers of people are becoming interested in more of a 'virtual advisor' relationship where we are still doing the work, but clients access the results and make their own inputs when they want and with far less meetings. Our technology tools allow for this. On a flight and want to see your performance? Login and look anytime. Wondering what selling that lake house next year would do to your retirement plan cash flow? Login to your financial plan, make that change in the retirement section and see.
Of course, all of the tools are available to all of our clients, meaning the client can truly define their experience with the firm. All in person. Virtual. A mix of both. We make sure our service delivery is tailored to each client.
Who We Serve
Entrepreneurs, Pre-Retirees/Retirees, and people who find themselves suddenly single are our core clients. We do have a $1 million relationship minimum.
We also serve the families of our clients and the relationship minimum does not apply to them. Our clients are able to access the same high level service for their children as they do for themselves.
Fee Only Investment Management Firm
We are a Fee Only Registered Investment Advisory firm based in Marietta, Georgia, and thanks to our industry leading technology, we serve clients throughout the United States.
We have low fees to keep your money working for you. We don’t earn commissions and we don't sell you products. We only charge Asset Management fees and those fees are tied to your accounts, putting you and us on the same side of the table. The only way our fees can grow is if your accounts grow. And if a bad year in the market reduces your account values, our fees are reduced accordingly. Unlike many firms, we do nothing to insulate our fees. We truly take the journey with you, and we wouldn't have it any other way. Give us a call at 678-456-5546 or fill out our online form to get more information.