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REVERE ASSET
Legal name: REVERE ASSET MANAGEMENT, INC.
CRD 152881File 801-126706
APPROVED
Retail clients
Filing as of Feb 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$407.9M
Below cohort median (national)
Discretionary AUM
$407.9M
Clients
501
1,110 accounts
Employees
7
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Oct 11, 2022
- Principal office
- 825 WATTERS CREEK BLVD, SUITE 385, ALLEN, TX, 75013
- Phone
- 855-732-5932
- Website
- HTTP://WWW.REVEREASSET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $407.9M
- Discretionary AUM
- $407.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,110
- Non-discretionary accounts
- 0
- Total accounts
- 1,110
- AUM per client
- $814K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $52K |
| High net worth individuals | 105 | $204.0M |
| Individuals (other than high net worth individuals) | 395 | $203.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.