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- Custodian
- Apex · Morgan Stanley · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-30-2013
- Office Locations
- 5
Office Locations
About Revalue LLC
Revalue LLC is a values-based RIA providing financial planning, tax and insurance planning, and portfolio construction for investors seeking market returns alongside positive social and environmental impact. The firm applies ESG/SRI and community-investing lenses across diversified portfolios, often using ETFs and mutual funds. Notable for its ensemble model, client-employee parity, and focus on mentoring first-gen wealth builders through cross-class service.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ERIC NATHAN DAVIS
Owner
- CRD
- #5677052
- Ownership
- 10% but less than 25%
CLARA JUNE BALLIET
Financial Advisor
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Rebecca Blumenshine
--
- CRD
- #7897807
Jane Bunch
--
- CRD
- #7719098
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,524,901 | $256,537 |
| Non-Discretionary | $0 | -- |
| Total | $128,524,901 | $256,537 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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