Revo Financial, Llc
- Regulatory AUM
- $135M
- Discretionary
- $120M
- Clients
- 166
- Avg AUM / client
- $816K
- Accounts
- 299
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Jun 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 132 | $29.8M | 22.0% |
| High net worth individuals | 34 | $106M | 78.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jon Aubrey Nettles | Registered representative | CFP | Jun 2017 (9y) | |
| Lucas Eli Nettles | Registered representative | CFP | Nov 2018 (8y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 952 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Fidelity Brokerage Services $81.1M (60% of AUM) Jun 2026
- Sei Investmentmanagement Corporation $38.1M (28% of AUM) Jun 2026
- Charles Schwab & Co. $12.5M (11% of AUM) Aug 2025
- Truist Financial Corp $1.1M (1% of AUM) Jun 2026
- Altruist Financial $1.1M (1% of AUM) Jun 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: Jun 02, 2026.
View current Form ADV (SEC/IAPD) ↗