Revisor Wealth Management Llc
- Regulatory AUM
- $2.5B
- Discretionary
- $2.5B
- Clients
- 3,132
- Avg AUM / client
- $808K
- Accounts
- 7,480
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of May 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,533 | $660M | 26.1% |
| High net worth individuals | 537 | $1.7B | 68.7% |
| Pension and profit sharing plans | 2 | $4.9M | 0.19% |
| Charitable organizations | 27 | $81.0M | 3.2% |
| Corporations and other businesses | 33 | $47.3M | 1.87% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Landon Ray Jones | President, Ceo And Cco | Feb 2004 (23y) | ≈ 56.25% – 100% via Lrj Consulting, Inc. | |
| Ethan N. Dunbar | Chief Operations Officer | Jun 2016 (10y) | 5% – 10% | |
| Bernard John Mckinney | Registered representative | Feb 2015 (11y) | ||
| Kyle Douglas Patterson | Registered representative | Jul 2020 (6y) | ||
| Jacob Dunbar | Registered representative | Sep 2021 (5y) | ||
| Nicholas George Cargill | Registered representative | Aug 2022 (4y) | ||
| Adam Douglas Clark | Registered representative | Jun 2023 (3y) | ||
| Bradley James Wise | Registered representative | Apr 2025 (1y) | ||
| Noah Matthew Allen Meyers | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lrj Consulting, Inc. | Holding Company/Parent | Dec 2013 | A | 75% or more |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Landon Ray Jones: 75% – 100% of Lrj Consulting, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/14/2026 | 1.01 MB | 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
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.6B (64% of AUM) May 2026
- Fidelity Brokerage Services $895M (35% of AUM) May 2026
- Interactive Brokers $11.4M (0% of AUM) May 2026
- Truist Financial Corp $47.0K (0% of AUM) May 2026
- Altruist Financial $47.0K (0% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: May 14, 2026.
View current Form ADV (SEC/IAPD) ↗