Revere Asset Management, Inc.
- Regulatory AUM
- $408M
- Discretionary
- $408M
- Clients
- 501
- Avg AUM / client
- $814K
- Accounts
- 1,110
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Feb 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 395 | $204M | 50.0% |
| High net worth individuals | 105 | $204M | 50.0% |
| Charitable organizations | 1 | $51.8K | 0.01% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Jetblue Airways Retirement Plan Jetblue Airways Corporation | 2024 | |
| Shaner Enterprises 401(k) Plan Shaner Operating Corp | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Martin Stewart | President/Chief Compliance Officer/Chief Executive Officer | CFA | Jan 2010 (17y) | 50% – 75% |
| Donald Michael Vandenbord | Shareholder, Cio, Sr. Portfolio Manager | Oct 2015 (11y) | 25% – 50% | |
| Ted Huan Zhang | Registered representative | Sep 2023 (3y) | ||
| Connor Joseph Bates | Registered representative | Nov 2023 (3y) | ||
| Todd Michael Thomas | Registered representative | Dec 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Jetblue Airways Retirement Plan | Jetblue Airways Corporation | 23,089 | $5.4B | 01/01/2024 |
| Shaner Enterprises 401(k) Plan | Shaner Operating Corp | 1,714 | $29.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/13/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $408M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 13, 2026.
View current Form ADV (SEC/IAPD) ↗